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TC

Terri L. Cavagnaro

DEDORA CAPITAL
Napa, CA 94559
Some features on this profile are disabled
CRD#: 5092009
TC

Professional summary

Terri Lyn Cavagnaro, who also goes by Terri Lyn Chesbrough, Terri Lyn Foster, is a registered financial advisor currently at DEDORA CAPITAL, INC. located in Napa, California.

Terri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Terri has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Terri Lyn Chesbrough | Terri Lyn Foster

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terri Lyn Cavagnaro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 3, 2026 - Present

DEDORA CAPITAL, INC.

Office #1: 1600 Main Street, Napa, CA 94559
RIA
CRD#: 177523
Napa, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DEDORA CAPITAL, INC.
CARNEROS CAPITAL MANAGEMENT | DEDORA CAPITAL, INC.

CRD#: 177523 / SEC#: 801-96227

RIA
Registered Investment Advisory firm - (5/22/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2026
Uniform Investment Adviser Law Examination

Current Firm

DC
DEDORA CAPITAL, INC.
CARNEROS CAPITAL MANAGEMENT | DEDORA CAPITAL, INC.

CRD#: 177523 / SEC#: 801-96227

RIA
Registered Investment Advisory firm - (5/22/2015 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1600 Main Street, Napa, CA 94559
Mailing Address
Phone number
(707) 253-0681
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts1,291
AUM (Assets Under Management)$ 487,051,982

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DEDORA CAPITAL, INC.

CRD#: 177523Napa, CA 94559

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