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MELIORA CAPITAL
MELIORA CAPITAL, LLC
CRD 172367 · SEC 801-118537
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $7.7M |
| High net worth individuals | 38 | $163.9M |
| Charitable organizations | 2 | $3.2M |
States served
OK, TX
All web addresses on file
Official SEC filing: View on IAPD