OUR FIRM
Mejía Capital is an independent global wealth management practice dedicated to serving a select group of high-net-worth private investors, families, family offices, business owners, and executives
in the U.S. and internationally.
Our clients lead globally connected lives, often managing assets, businesses, and family interests across multiple jurisdictions. We specialize in navigating these complexities through disciplined
wealth management processes, customized asset allocation strategies, and diversified portfolios designed to grow and preserve wealth across generations.
Our core services include financial strategies, portfolio management, retirement and tax-aware investing, estate and trustee services, cash and lending solutions, and access to alternative investments such as private equity, private credit, and private real estate. We offer both U.S.
domiciled and offshore-domiciled investment solutions, giving our domestic and international
clients access to a broad range of opportunities — from equities, bonds, and ETFs to structured
notes, offshore mutual funds, and institutional SMA strategies.
Through our affiliate relationship with our premier boutique Broker/Dealer IRA and industry-leading Custodian, we provide clients with secure, institutional-quality custody, seamless execution,
and the confidence of working with a trusted global financial leader — all delivered with
the flexibility and personalized service of an independent firm.
With decades of experience advising U.S. citizens, permanent residents, expatriates, G4 visa holders, and nonresident clients, we understand the unique challenges of international investing
and cross-border wealth preservation. Our mission is simple: to simplify financial lives,
safeguard wealth, and help clients move forward with clarity and confidence.
OUR STORY
Mejía Capital was founded on a conviction: that domestic and international investors and families deserve experienced, conflict-free advice tailored to their financial lives.
After nearly 30 years in senior roles at leading international wealth management firms, I saw a gap in the market. Too often, institutions lacked the expertise or flexibility to properly serve globally mobile clients. Advice was shaped by corporate agendas, product limitations, or narrow investment platforms.
I built my career advising high-net-worth individuals, family offices, business owners, and global professionals — including clients connected to international organizations and embassies in Washington, D.C., as well as families across Latin America, Europe, and the Middle East. Over time, I came to understand what clients valued most: independent, relationship-driven advice combined with disciplined, customized portfolio management that truly reflects their global realities.
That insight led me to establish Mejia Capital: a firm intentionally designed to deliver proactive, transparent wealth management without the conflicts or constraints of large institutions.
Today, our growth continues through personal referrals and long-standing relationships — reflecting the value clients place on clarity, integrity, and a shared commitment to long-term financial success.
Portfolio
Management
Portfolio Management
With access to multiple institutional research platforms, our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class.
Cash Management
Access banking services such as check-writing, a Visa debit card for purchases or ATM cash withdrawal, automated deposits and withdrawals as well as bill-pay, all through a single investment account.
Lending Solutions
With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.
Trustee Services
Leveraging BNY Mellon Pershing's open architecture platform, The Trust Network, our advisors can provide you access to a wide array of trust services, with a choice of trustees
Lending Solutions
Trustee Services
SERVICES
Cash
Management
KEY MEMBERS
OUR TEAM
Erick Mejia
Founder & Managing Partner
Erick Mejia brings over 30 years of experience advising
high-net-worth individuals, families, and global professionals. Known for his cross-border experience, he leads Mejia Capital with a focus on customized portfolio management, diversified investment strategies, and long-term wealth preservation.
Prior to founding Mejia Capital, Erick served as Vice President at Merrill Lynch and Wells Fargo Advisors, where he built trusted relationships with U.S. and international clients.
He earned a BSBA in International Business and Finance from The American University in Washington, D.C., and holds
FINRA Series 7, 63, and 65 licenses,as well as Life
and Health Insurance certification.
Phil Grenier
TRADING DEPARTMENT
Bolton Global Capital
Larry Rozas
ACCOUNT MANAGER
Bolton Global Capital
Meredith Dasaro
OPERATIONS ACCOUNT MANAGER
Bolton Global Capital
The preceding Bolton Global Capital team members are exclusively employed by Bolton Capital Group and licensed
with Bolton Global Capital (Member FINRA,SIPC), the introducing broker dealer of Mejia Capital.
CLEARING & CUSTODY
BNY MELLON
BNY Mellon is the oldest US bank founded by Alexander Hamilton in 1784. Trading under the NYSE ticker symbol BK, BNY Mellon is a leading provider of financial services for institutions, corporations and high net worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client focused team.
BNY MELLON PERSHING CLEARING
BNY Mellon Pershing is the world’s leading correspondent clearing firm and is a wholly owned subsidiary of BNY Mellon. BNY Mellon Pershing is a member of the New York Stock Exchange and every major US securities exchange as well as a member of the Frankfurt, Irish and London stock exchanges.
Since 1939, BNY Mellon Pershing has been providing brokerage execution, clearance, data processing and financial products and services to introducing broker dealers.
PROTECTION OF CLIENT ASSETS
BNY Mellon’s Pershing has been a leading global provider of financial business solutions for almost 80 years and serves many of the world’s most respected financial organizations. BNY Mellon Pershing remains committed to the safekeeping, servicing, segregation and reporting of their global client assets.
The protection of client assets remains at the center of BNY Mellon Pershing’s focus.
MARKET COMMENTARY
Address - Office of Convenience
1717 K Street NW, Suite 900
Washington, DC 20006
Address - Branch Office
6212 Plainview Road
Bethesda, MD 20817, United States
Email
erick@mejiacap.com
Tel
(301) 310-8029
CONTACT US
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Address - Branch Office
6212 Plainview Road
Bethesda, MD 20817, United States
Address - Office of Convenience
1717 K Street NW, Suite 900
Washington, DC 20006
Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC
Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor
Mejia Capital, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided.
Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.
Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
ME1/MEA0001b
Mejia Capital LLC © 2023. All Rights Reserved.