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Melia Group LLC

● SEC registered since 2017CRD 145402SEC# 801-110485Tulsa, OK
Export (members)
Reg. AUM
$560.1M
Employees
7
Accounts
2,478
Location
Tulsa, OK

Melia Group LLC assets under management

Melia Group LLC operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2017. It reports $560.1 million in regulatory assets under management and employs 7 people.

Melia Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Gregory Scott Melia ControlPresident, Managing MemberOver 75%2007
Rebecca Jo Benanzer ControlChief Operating Officer, Chief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Melia Group LLC manage?

Melia Group LLC reports $560.1 million in regulatory assets under management on its Form ADV.

How many employees does Melia Group LLC have?

Melia Group LLC reports 7 employees.

Where is Melia Group LLC located?

Melia Group LLC is based in Tulsa, OK and has been SEC-registered since 2017.

Does Melia Group LLC disclose fund performance?

Melia Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5424 S. Memorial Drive, Building E, Tulsa, OK 74145
Phone918-794-9290
Fax866-414-0136
Office hours8:30 - 5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$560.1M▲ 10%
Mar '25 — $509.5MApr '25 — $509.5MMay '25 — $509.5MJun '25 — $509.5MJul '25 — $509.5MAug '25 — $509.5MSep '25 — $509.5MOct '25 — $509.5MNov '25 — $509.5MDec '25 — $509.5MJan '26 — $509.5MFeb '26 — $509.5MMar '26 — $560.1MApr '26 — $560.1MMay '26 — $560.1MJun '26 — $560.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$560.1Mregulatory AUM
Discretionary $560.1M