Coral Gables, FL Office

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.