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MELIORA CAPITAL
Legal name: MELIORA CAPITAL, LLC
CRD 172367File 801-118537
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$174.8M
Bottom 25% of cohort (national)
Discretionary AUM
$81.9M
Non-discretionary $92.9M
Clients
103
246 accounts
Employees
3
Bottom 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 29, 2020
- Principal office
- 5314 S. YALE AVE., SUITE 200, TULSA, OK, 74135
- Phone
- 918-619-6710
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $174.8M
- Discretionary AUM
- $81.9M
- Non-discretionary AUM
- $92.9M
- Discretionary accounts
- 220
- Non-discretionary accounts
- 26
- Total accounts
- 246
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.2M |
| High net worth individuals | 38 | $163.9M |
| Individuals (other than high net worth individuals) | 63 | $7.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.