Mellig Group, LLC logo

Mellig Group, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management

Expertise

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed financial planning fees up to $50,000 (negotiated)

Percentage

$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)

Project-based

$250 to $1,000 per hour depending on complexity for hourly investment advice and portfolio management; $150 per hour for performance reporting

Other

Minimum fee: Minimum monthly fee of USD 100 for any client relationship

Main office

See office

8350 Ashlane Way

The Woodlands TX 77382

Advisors at this office

3

Most active in

Arizona · Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Roxana J

Series 65

The Woodlands, TX

Mellig Group, LLC

Roxana Justiniano is a financial advisor at Mellig Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked concurrently at Dintec, LLC, providing IT consulting services. She also has ownership in Lotark Inc, a holding company that owns Mellig Group LLC. Mellig Group, LLC is a state-registered investment adviser serving individuals, trusts, companies, and institutional clients, including non-U.S. investors. The firm employs a multi-disciplinary investment process integrating fundamental, technical, quantitative, and macroeconomic analysis with machine-learning tools, offering a range of strategies and access to alternative investments beyond typical advisory teams.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive
user avatar

Gustavo P

Series 63, Series 65

Coral Gables, FL

Mellig Group, LLC

Gustavo Patino Lugo is a financial advisor with Mellig Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at UBS Financial Services USA and is the proprietor of Holding Inversiones Spot Market M.I. C.A., which owns 50% of AgroInvest Casa de Bolsa de Productos Agricolas C.A., a Venezuelan agriculture commodities broker. He is also registered as a broker with the Venezuelan securities agency and owns Avila Advisors LLC and Grupo GOD Investments Inc. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, offering portfolio management and financial planning for taxable and retirement accounts, including non-U.S. securities. The firm uses a combination of fundamental, technical, quantitative, and macroeconomic analysis alongside machine-learning tools to guide investment decisions and manages diverse strategies, including long-short and options trading, with a notable capability to advise on non-U.S. securities and serve a significant international client base.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive
user avatar

Michele L

Series 65

The Woodlands, TX

Mellig Group, LLC

Michele Lopez Gonzalez is a financial advisor at Mellig Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Mellig Group since 2016. In addition to her advisory role, she is a managing director of Mellig Consulting, Inc, a business consulting firm focused on strategy and private investments, and has equity ownership in Lotark Inc, the holding company of Mellig Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients with portfolio management and financial planning for taxable and retirement accounts, including foreign investment accounts. The firm employs a blend of fundamental, technical, quantitative, and macroeconomic analysis enhanced by machine-learning and AI tools, and offers a range of investment strategies and access to alternative investments and insurance products.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive
user avatar

Eduardo L

Series 65

The Woodlands, TX

Mellig Group, LLC

Eduardo Lucca is a financial advisor with Mellig Group, LLC in The Woodlands, TX, holding a Series 65 designation and nine years of industry experience. He has equity ownership in Almansa Holdings LLC, Mellig Consulting, Inc., and Infinity Regional LLC, a consumer discretionary company. Lucca has worked at Mellig Group since 2016 and has additional experience with Mellig Consulting and Mell Investment Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, including accredited and high-net-worth investors, offering portfolio management and financial planning for taxable, retirement, and foreign investment accounts. The firm uses a blend of fundamental, technical, quantitative, and macroeconomic analysis combined with AI tools to guide investment decisions and manages a range of strategies while maintaining capabilities to advise on non-U.S. securities and serve a significant international client base.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)