Meliora Capital

Meliora Capital, LLC provides asset management and incidental financial planning to individuals, trusts, foundations and institutional clients through separate-account strategies and customized balanced accounts. The firm manages two proprietary equity strategies (Core Equity and Energy Income) and complements those strategies with mutual funds, ETFs and other individual securities to tailor asset allocation to client suitability.

The firm’s investment process is primarily bottom-up, emphasizing concentrated stock selection informed by company filings, industry research and key financial metrics, with the Energy Income strategy focused on midstream energy companies and MLPs. Meliora Capital discloses the use of options—including covered-call writing to enhance income—and permits margin/borrowing in client brokerage/managed accounts; it also reports a slight majority of assets managed on a non-discretionary basis ($92,876,848 non-discretionary vs. $81,939,892 discretionary as of December 31, 2025).

Compared with many peers, the firm operates as a solo practitioner practice and maintains an uncommon business mix: a larger share of non-discretionary AUM and explicit use of derivatives and borrowing within its separate-account strategies. The brochure also highlights a Private Client Services offering for clients who wish to restrict discretionary authority or seek more frequent contact and includes extensive disclosures on digital-asset risks, which may be notable for a firm of this size.