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MELIORA CAPITAL, LLC

B55
CRD 172367·SEC 801-118537·TULSA, OK
AUM
$174.8M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$524K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MELIORA CAPITAL, LLC
CRD
172367
SEC file #
801-118537
EIN
814775724
DBA names
Meliora Capital

Economics

AUM
$174.8M
AUM band
$100M-$500M
AUM trajectory
'21'26
$113.8M → $174.8M▲ +54%
Client mix
Individuals Other63
Individuals High Net Worth38
Charitable Organizations2

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
2 advisors → 1 advisors▼ -50%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/9465034(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SZAFRANSKI, JOHN, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SZAFRANSKI, JOHN, PAUL
Krimbill, H, Michael
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001693549
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2017-01-03
Edgar Last Filing Date
2019-12-23
Edgar Form D Count
4
Edgar Form D Offerings
2019-12-232019-12-23 · 0001645804-19-000002
2018-12-272018-12-27 · 0001645804-18-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1601 S. MAIN STREET, SUITE 500TULSA, OK 74119
Business
1601 S. MAIN STREET, SUITE 500TULSA, OK 74119
Edgar EIN
814775724
Edgar Recent Filings
D/A2019-12-23 · 0001645804-19-000002
D/A2018-12-27 · 0001645804-18-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5575754
Trust Company Affiliate
No

People (2)

2
SZAFRANSKI, JOHN, PAUL
IAR · Direct Owner · 87.5%
5575754
Krimbill, H, Michael
Direct Owner · 7.5%
7700835