Melia Group Llc
- Regulatory AUM
- $560M
- Discretionary
- $560M
- Clients
- 1,164
- Avg AUM / client
- $481K
- Accounts
- 2,478
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,015 | $326M | 58.2% |
| High net worth individuals | 148 | $234M | 41.8% |
| Corporations and other businesses | 1 | $207K | 0.04% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Scott Melia | President | Aug 2007 (19y) | 75% or more | |
| Bret Eugene Travis | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Rebecca Jo Benanzer | Registered representative | Mar 2017 (9y) | ||
| Madison Emily Lynch | Registered representative | Mar 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $560M (100% of AUM) Jun 2026
- Shareholders Service Group, Inc. $78.2K (0% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗