DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MELIORA CAPITAL

MELIORA CAPITAL, LLC, CRD 172367

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b6b15303-145f-a1d0-e0f9-e7e30cac479e

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 26, 2020 to Mar 27, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $175MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $81.9M
Private client RAUM: $172MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $175Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 246
Individual clients: 63
High net worth clients: 38
Custody, client assets: $8.1M
SEC number: 801-118537
CRD: 172367
Filings on the tape: 12
First filed: Mar 26, 2020
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, OK

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN PAUL SZAFRANSKI	n/a	TULSA, OK	11	18	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SZAFRANSKI, JOHN, PAUL	CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	E	yes	06/2014	Mar 26, 2020	Mar 28, 2024
Krimbill, H, Michael	Member	A	no	01/2023	Feb 15, 2023	Mar 28, 2024
RANDY & PATTY HECKENKEMPER FAMILY TRUST	Member	A	no	01/2023	Feb 15, 2023	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$175M	$81.9M	3	1	n/a	n/a
2024	Mar 27, 2025	$149M	$69.3M	3	1	n/a	n/a
2023	Mar 28, 2024	$128M	$58.4M	3	1	n/a	n/a
2022	Feb 15, 2023	$122M	$72.7M	1	1	n/a	n/a
2021	Mar 17, 2022	$103M	$66.2M	2	2	n/a	n/a
2020	Mar 25, 2021	$81.6M	$54.8M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$175M	$149M	17.2%	$122M	12.9%	3	3	0	0

Relationships

Registered with (2)

← JOHN PAUL SZAFRANSKIAdvisorregistration: current employment
Sep 26, 2014 to presentfactForm ADV
← CHARLES EVERETT CRAIGAdvisorregistration: previous registration
Sep 26, 2014 to Apr 3, 2024factForm ADV

Controls (1)

← SZAFRANSKI, JOHN, PAULOwnerCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 26, 2020 to Mar 28, 2024factForm ADV

Owns (2)

← Krimbill, H, MichaelOwnerMEMBER, ownership code A, individual
Feb 15, 2023 to Mar 28, 2024factForm ADV
← RANDY & PATTY HECKENKEMPER FAMILY TRUSTOwnerMEMBER, ownership code A, domestic entity
Feb 15, 2023 to Mar 28, 2024factForm ADV

Dated events

Occurred
Apr 3, 2024
Advisor changed firm
Charles Everett Craig left Meliora Capital for C.E.C. Wealth Management (registered 2022-10-27)
Form ADVobserved 4 days ago
Occurred
Feb 15, 2023
Control person left
Everett Charles Craig (President, Chief Compliance Officer, Director Of Research) no longer on Schedule A of Meliora Capital (listed 2022-03-17, absent 2023-02-15)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2020
First Form ADV filing
Meliora Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6b15303-145f-a1d0-e0f9-e7e30cac479e
First observed: Mar 26, 2020
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MELIORA CAPITAL

MELIORA CAPITAL, LLC, CRD 172367

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b6b15303-145f-a1d0-e0f9-e7e30cac479e

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN PAUL SZAFRANSKI

n/a

TULSA, OK

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SZAFRANSKI, JOHN, PAUL

CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER

yes

06/2014

Mar 26, 2020

Mar 28, 2024

Krimbill, H, Michael

Member

01/2023

Feb 15, 2023

Mar 28, 2024

RANDY & PATTY HECKENKEMPER FAMILY TRUST

Member

01/2023

Feb 15, 2023

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$175M

$81.9M

n/a

2024

Mar 27, 2025

$149M

$69.3M

n/a

2023

Mar 28, 2024

$128M

$58.4M

n/a

2022

Feb 15, 2023

$122M

$72.7M

n/a

2021

Mar 17, 2022

$103M

$66.2M

n/a

2020

Mar 25, 2021

$81.6M

$54.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$175M

$149M

17.2%

$122M

12.9%