Falists
← Back to search

MELIORA CAPITAL

MELIORA CAPITAL, LLC

CRD 172367 · SEC 801-118537

Visit website

5314 S. YALE AVE., SUITE 200, TULSA, OK, 74135, United States

Phone

918-619-6710

Fax

918-619-6547

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.8M

Discretionary AUM

$81.9M

Team

3 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals63$7.7M
High net worth individuals38$163.9M
Charitable organizations2$3.2M

States served

OK, TX

All web addresses on file

Official SEC filing: View on IAPD