PALOS VERDES ESTATES, CACRD 146959Latest ADV February 13, 2026
Malaga Cove Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palos Verdes Estates, CA. Its latest Form ADV filing, dated February 13, 2026, reports $311M in regulatory assets under management, 4 employees, 1 office, and 462 accounts.
Assets Under Management
$311M
Employees
4
Offices
1 office
Total Clients
228
Primary office
PALOS VERDES ESTATES, CA
425 VIA CORTA, SUITE 303, PALOS VERDES ESTATES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.8% of total clients.
Top client categories% of clientsClients
1
Individuals
72.8%
166
2
HNWI
22.8%
52
3
Pension Plans
1.8%
4
4
Corporations
1.8%
4
5
Charitable
0.9%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$311Mas of February 13, 2026
Discretionary100.0%
$311M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$311M
Total Accounts462
10Y AUM Change+$143M (+85.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee57:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.