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MELIORA CAPITAL

TULSA, OK · CRD 172367 · IAPD ↗ · 918-619-6710

$174.8MRegulatory AUM
1Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — MELIORA CAPITAL now reports custody of client assets ($8.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
April 2024 — MELIORA CAPITAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.