Melberth Capital
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 309657
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.24%
- Individuals39.76%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Melberth Capital is an independent registered investment adviser organized as an LLC and owned by an individual. The firm manages assets for both individual and family clients as well as institutional relationships, charging advisory fees as a percentage of assets under management. Its advisory activity centers on portfolio management for individuals and small businesses. Melberth Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities11%
- Cash & Cash Equivalents6%
- Derivatives4%
Owners & executives
1 of 1Robert Melberth
Chief Executive OfficerCRD 4775230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1999 Main St
- Time zone
- ET (UTC-5)
- Office locations
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