# Meliora Capital

> Meliora Capital is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 172367
- Filed as: MELIORA CAPITAL
- Legal name: Meliora Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172367
- AdvisorCensus page: https://advisorcensus.com/firm/meliora-capital-tulsa-ok-172367

## Quick answers

**How is Meliora Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Meliora Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Meliora Capital charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $150 to $400 an hour (consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Meliora Capital located?**
Meliora Capital's principal office is in Tulsa, OK, according to its Form ADV.

**Is Meliora Capital registered with the SEC or a state?**
Meliora Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 172367.

**How much does Meliora Capital manage?**
Meliora Capital reports $174,816,740 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (47% discretionary).

**How have Meliora Capital's assets and staff changed since 2021?**
In the Form ADV data for Meliora Capital: Regulatory assets under management: $91,280,806 in the October 2021 data and $174,816,740 in the October 2026 data, up 92%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meliora Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (38); charitable organizations (2).

**Which custodians does Meliora Capital use?**
Meliora Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Meliora Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172367

**What changed in Meliora Capital's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $149,209,644 to $174,816,740 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Hourly rate: $150 to $400 an hour (consulting)

> When clients engage the firm on a consulting basis, hourly fees range from $150 - $400/hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $174,816,740
- Discretionary: $81,939,892
- Non-discretionary: $92,876,848

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $7,696,937 |
| High net worth individuals | 38 | $163,925,100 |
| Charitable organizations | 2 | $3,194,703 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- melcapital.com
- LinkedIn @9465034

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $91,280,806 | 2 | March 25, 2021 |
| October 2022 | $103,467,623 | 2 | March 17, 2022 |
| October 2023 | $121,574,461 | 1 | September 28, 2023 |
| October 2024 | $127,942,510 | 3 | March 28, 2024 |
| October 2025 | $149,209,644 | 3 | March 27, 2025 |
| October 2026 | $174,816,740 | 3 | September 30, 2026 |

Regulatory assets under management: $91,280,806 in the October 2021 data and $174,816,740 in the October 2026 data, up 92%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $149,209,644 to $174,816,740 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meliora Capital (CRD 172367): Form ADV filing data as of October 2026.