Malvern Capital Management
Malvern Capital Management is an SEC-registered wealth manager in Malvern, PA with $258.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Malvern Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292396, SEC 801-131034, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $258.1M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Malvern, PA
- Employees
- 5
- Clients
- 133
- CRD
- 292396
- Ownership
- CZAJKA, MICHAEL, PAUL; OLSEN, JAMES, LAWRENCE
How much AUM does Malvern Capital Management have?
Malvern Capital Management reported $258.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Malvern Capital Management?
Disclosed owners and executives of Malvern Capital Management include CZAJKA, MICHAEL, PAUL, OLSEN, JAMES, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.