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MEL Consulting Co. D/B/A MEL & CO

MEL Consulting Co. D/B/A MEL & CO. CRD 307834

MEL Consulting Co. D/B/A MEL & CO logo

CRD: 307834

MEL Consulting Co. D/B/A MEL & CO

Chicago, IL
4436908376
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Empower · Raymond James
Clients
Retail
Platforms
Optima
Established Date
04-06-2020
Office Locations
1

Office Locations

-- Chicago IL

About MEL Consulting Co. D/B/A MEL & CO

MEL Consulting Co. (d/b/a MEL & Co) is a Chicago-based, fee-only RIA led by founder Melanie Husk (AAMS, AWMA). The firm delivers holistic financial planning and ongoing portfolio monitoring for Gen X/Y women—often business owners, executives, and busy professionals—supporting accumulation, preservation, and distribution. Reported SMA portfolios are ETF-based.

Team overview

-- AVG AGE
$18.0M AVG AUM / ADVISOR
$620.7K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Timber eagle Harbor meridian Beacon harbor Summit

Client Personas

Value Pathway

Custodian

Atlas catalyst Focus Momentum Crest Oak momentum Momentum crest Zenith fusion

Investment Themes

Glacier Momentum

Investment Vehicles

Signal

Services

Capital Bridge Radial Glacier timber Zenith Catalyst zenith

Technology

Momentum

Owner & Executives

MELANIE A HUSK

MELANIE A HUSK

Chief Compliance Officer, Financial Planner, FOUNDER, President

CRD
#4389041
Ownership
75% or more
(480) 892-6994
timber.pathway@horizoncapital.com
in linkedin.com/in/peak-capital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $18,000,000 --
Non-Discretionary $0 --
Total $18,000,000 --

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Separately Managed Accounts

Total SMA Asset: $18,000,000

$18.0M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $2,531,526,957 100.0%
Total $2,531,526,957 100.0%

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