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The Woodlands, TX Office

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Mellig Group, LLC logo

Mellig Group, LLC

Supported

Firm-wide stats for Mellig Group, LLC

Total advisors

4

Across 2 offices

Clients per advisor

24 Low

Avg AUM per client

$1,035,011 High

HNW client ratio

31% Typical

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.

Based on Mellig Group, LLC

Expertise

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

Based on Mellig Group, LLC

Occupation focus

Founder/Business Owner Executive

Based on Mellig Group, LLC

Location

8350 Ashlane Way

The Woodlands TX 77382

Advisors at this office

3

Advisors at this office

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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

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
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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 office
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