Meliora Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 27, 2026, reports $175M in regulatory assets under management, 3 employees, and 246 accounts.
Assets Under Management
$175M
Employees
3
Offices
--
Total Clients
103
Primary office
TULSA, OK
5314 S. YALE AVE., SUITE 200, TULSA, OK, United States
Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
63
2
HNWI
36.9%
38
3
Charitable
1.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of March 27, 2026
Discretionary46.9%
$82M
47% of total RAUM46.9%
Non-discretionary53.1%
$93M
53% of total RAUM53.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$175M
Total Accounts246
10Y AUM Change+$61M (+53.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.