|
⚲
|
| Keyboard |
| Malvern Capital Management LLC
✚
|
|
|---|---|
| CRD # | 292396 |
| SEC # | 801-131034 |
| CIK # | |
| AUM | 258.1 M (2026-02-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 610-979-1462 |
| Address | 5 Great Valley Parkway Malvern, PA 19355 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 24.8 |
| (b) Individuals (high net worth individuals) | 62 | 191.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 29.7 |
| (h) Charitable organizations | 3 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 258.1 |
| By Discretionary | ||
| Discretionary | 356 | 258.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 356 | 258.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.1 | |
| Total | 356 | 258.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
GK Wealth Management LLC
✚
|
NV | 258.8 M |
|
Pacific Capital Associates Inc
✚
|
CA | 258.8 M |
|
Triton Financial Group Inc
✚
|
OK | 258.7 M |
|
Up Strategic Wealth Investment Advisors LLC
✚
|
PA | 258.7 M |
|
Bush Investment Group LLC
✚
|
GA | 258.4 M |
|
Horizons Wealth Management Inc
✚
|
NC | 258.2 M |
|
Bruce G Allen Investments LLC
✚
|
CO | 258.1 M |
|
Wilkins Miller Wealth Management LLC
✚
|
AL | 257.5 M |
|
Fullcircle Wealth LLC
✚
|
TX | 257.4 M |
|
Bermuda Investment Advisory Services Limited
✚
|
257.4 M |