Overview
Assets Under Management: $225 million
Headquarters: MALVERN, PA
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Frequently Asked Questions
MALVERN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292396), MALVERN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MALVERN CAPITAL MANAGEMENT, LLC is headquartered in MALVERN, PA.
MALVERN CAPITAL MANAGEMENT, LLC serves 62 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, MALVERN CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MALVERN CAPITAL MANAGEMENT, LLC manages $225 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, MALVERN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 350
Discretionary Accounts: 350
Regulatory Filings
CRD Number: 292396
Last Filing Date: 2025-02-06 00:00:00
Website: https://malverncap.com