Mellig Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,396,060
Clients
97
Advisors
4
across 2 offices
About
Mellig Group, LLC is a state‑registered investment adviser that serves individuals (including accredited/high‑net‑worth clients), trusts, companies and institutional clients, providing portfolio management, financial planning and advice for taxable and retirement accounts; it also advises foreign investment accounts and non‑U.S. securities. The firm manages roughly $110 million across about 97 client relationships and offers both discretionary and non‑discretionary services governed by individualized Investment Policy Statements.
The firm's investment process blends fundamental, technical, quantitative and macroeconomic analysis with machine‑learning/AI tools to inform asset selection and risk management, and it implements a wide range of strategies—from long‑term equity to long‑short, short sales, margin and options trading—while reserving certain strategies (options, direct crypto, private investments, IPOs) for accredited clients. Mellig conducts monthly account reviews, provides customized performance reporting, and structures cryptocurrency exposure through SEC‑registered funds and third‑party custodians rather than holding private keys directly.
Noteworthy for a team of its size, Mellig explicitly documents capability to service a significant non‑U.S. client base and to advise on non‑U.S. securities—features that are uncommon among peers—and it uses derivatives and other complex instruments within managed accounts. The firm also has contractual relationships with several independent investment advisers and provides access to alternative investments (venture capital, pre‑IPO/private placements) and insurance products such as annuities, reflecting a broader product set than typically offered by comparable advisory teams.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees up to $50,000 (negotiated)
$0 - $2,000,000: 2.00% (discretionary management maximum) $2,000,001 - $4,000,000: 1.71% (discretionary management maximum) $4,000,001 - $8,000,000: 1.61% (discretionary management maximum) $8,000,001 - $16,000,000: 1.51% (discretionary management maximum) $16,000,001 - $32,000,000: 1.41% (discretionary management maximum) $32,000,001+: 1.21% (discretionary management maximum) $0 - $2,000,000: 1.50% (non-discretionary management maximum) $2,000,001 - $4,000,000: 1.21% (non-discretionary management maximum) $4,000,001 - $8,000,000: 1.11% (non-discretionary management maximum) $8,000,001 - $16,000,000: 1.01% (non-discretionary management maximum) $16,000,001 - $32,000,000: 0.91% (non-discretionary management maximum) $32,000,001+: 0.51% (non-discretionary management maximum)
$250 to $1,000 per hour depending on complexity for hourly investment advice and portfolio management; $150 per hour for performance reporting
Minimum fee: Minimum monthly fee of USD 100 for any client relationship
Main office
See office8350 Ashlane Way
The Woodlands TX 77382
Advisors at this office
3
Offices (2)
Most active in
Arizona · Florida · Texas
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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