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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-26-2014
- Office Locations
- 1
Office Locations
About Meliora Capital
Meliora Capital is an independent RIA (founded 2014, Tulsa) providing actively managed, separately managed accounts for high-net-worth and institutional clients nationwide. The firm runs concentrated portfolios it researches in-house, including a midstream energy MLP strategy and a flagship Multi-Cap Value U.S. equity strategy, and also blends in low-cost index funds. Clients can speak directly with the portfolio manager (CFA-led).
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Owner & Executives
JOHN PAUL SZAFRANSKI
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #5575754
- Ownership
- 75% or more
H Michael Krimbill
--
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,939,892 | $372,454 |
| Non-Discretionary | $92,876,848 | $3,572,186 |
| Total | $174,816,740 | $710,637 |
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Separately Managed Accounts
Total SMA Asset: $174,816,740
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,974,076,794 | 25.0% |
| Public Funds | $2,037,247,251 | 25.8% |
| U.S. Government/Agency | $1,697,706,042 | 21.5% |
| Cash | $1,152,860,847 | 14.6% |
| Municipal Bonds | $1,034,416,240 | 13.1% |
| Total | $7,896,307,174 | 100.0% |