# Mellor & Associates LLC

> Mellor & Associates LLC is a state-registered investment advisory firm in Bellevue, WA, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 117233
- Filed as: MELLOR & ASSOCIATES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117233
- AdvisorCensus page: https://advisorcensus.com/firm/mellor-and-associates-llc-bellevue-wa-117233

## Quick answers

**How is Mellor & Associates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Mellor & Associates LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mellor & Associates LLC located?**
Mellor & Associates LLC's principal office is in Bellevue, WA, according to its Form ADV.

**Is Mellor & Associates LLC registered with the SEC or a state?**
Mellor & Associates LLC is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 117233.

**How much does Mellor & Associates LLC manage?**
Mellor & Associates LLC reports $22,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Mellor & Associates LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (5).

**Does Mellor & Associates LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117233

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,000,000
- Discretionary: $22,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $12,000,000 |
| High net worth individuals | 5 | $10,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1996 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- melloradvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mellor & Associates LLC (CRD 117233): Form ADV filing data as of October 2026.