Meliora Capital

RIASEC RegisteredEst. 2020

Total AUM

$175M

Discretionary

$81.9M

47% of AUM

Avg account

$711K

Accounts

246

Employees

Advisory reps

Firm details

Headquarters: Tulsa, Oklahoma
CRD number: 172367
Registered since: April 29, 2020
Website: melcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI93.77%
Individuals4.4%
Charitable Organizations1.83%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Meliora Capital is an independent RIA organized as an LLC that registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and educational seminars/workshops. Ownership is listed as a combination of a domestic entity and an individual. Fee arrangements include percentage-of-AUM billing alongside hourly charges. The firm does not flag itself as an active ESG investor and is not identified as a capital allocator.