David Melchor
The SUM · League City, Texas
David Melchor is a fee-only financial advisor at The SUM in League City, Texas. The SUM reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The SUM |
|---|---|
| Based in | League City, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $551.4M across 949 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5566333 |
| Exams passed | Series 63 (2010) · Series 66 (2011) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.thesumprep.com |
How David's firm compares
- The SUM's average account is about $581,000, from its Form ADV (assets managed divided by 949 accounts).
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Questions about David
Is David Melchor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and The SUM reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, The SUM, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is David Melchor based?
David Melchor is based in League City, Texas.
Is David Melchor registered with the SEC?
Yes. David Melchor is registered as an investment adviser representative in TX (CRD 5566333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The SUM manage?
The SUM reports $551.4M across 949 accounts in assets under management.
How do I contact David Melchor?
Through David's website, www.thesumprep.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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