$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-2020
- Office Locations
- 1
Office Locations
1999 Main Street Sarasota FL
About Melberth Capital
Melberth Capital is a Sarasota, FL boutique, founder-led RIA providing personalized wealth management for individuals and families. Led by Robert Melberth (20+ years in the industry), the firm emphasizes a fiduciary, family-office-style client experience and tailored investment decisions, typically implemented with public funds and ETFs and custodied at Schwab.
Team overview
42 AVG AGE
$14.8M AVG AUM / ADVISOR
$308.6K AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Investment Themes
Capital
Services
North
Owner & Executives
ROBERT WYLA MELBERTH
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4775230
- Ownership
- 75% or more
(423) 817-7257
pathway.peak@primecapital.com
in linkedin.com/in/horizon-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,813,026 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,813,026 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,813,026
Public Funds:
39.0% Equity - Exchange:
22.0% Cash:
8.9% Derivatives:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $168,033,303 | 39.0% |
| Equity - Exchange | $94,788,017 | 22.0% |
| Cash | $38,346,061 | 8.9% |
| Derivatives | $129,687,242 | 30.1% |
| Total | $430,854,623 | 100.0% |