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MALVERN CAPITAL MANAGEMENT
MALVERN CAPITAL MANAGEMENT, LLC
CRD 292396 · SEC 801-131034
5 GREAT VALLEY PARKWAY, SUITE 226, MALVERN, PA, 19355, United States
Phone
610-979-1462
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.1M
Discretionary AUM
$258.1M
Team
5 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $24.8M |
| High net worth individuals | 62 | $191.8M |
| Pension/profit sharing plans | 3 | $29.7M |
| Charitable organizations | 3 | $8.9M |
| Corporations/business entities | 1 | $3.0M |
States served
NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD