Malvern Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Malvern, PA. Its latest Form ADV filing, dated February 19, 2026, reports $258M in regulatory assets under management, 5 employees, and 356 accounts.
Assets Under Management
$258M
Employees
5
Offices
--
Total Clients
133
Primary office
MALVERN, PA
5 GREAT VALLEY PARKWAY, SUITE 226, MALVERN, PA, United States
Top client segmentIndividuals represent 48.1% of total clients.
Top client categories% of clientsClients
1
Individuals
48.1%
64
2
HNWI
46.6%
62
3
Pension Plans
2.3%
3
4
Charitable
2.3%
3
5
Corporations
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$258Mas of February 19, 2026
Discretionary100.0%
$258M
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.
Total AUM$258M
Total Accounts356
10Y AUM Change+$35M (+15.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee27:1
10Y Employee Change+1 (+25.0%)
* 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.