MELLOR & ASSOCIATES LLC

Overview

Mellor & Associates LLC is a small, individual-owned registered investment advisor focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and concentrates its client work on individual and family relationships rather than institutional mandates. Investment activity is tilted toward publicly traded equities, with a clear preference for exchange-traded instruments as the primary building block of client portfolios. The adviser operates as a straightforward wealth manager rather than a capital allocator or pension consultant. It does not position itself as an active ESG investor and is not structured as a multi-state or related adviser. Given the scale and client profile, the firm appears to deliver personalized, discretionary portfolio management with an emphasis on liquid equity exposure supplemented by select private-placement and real estate allocations.

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Public Holdings

Investments & Alternatives

Location & Offices