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MALVERN CAPITAL MANAGEMENT

MALVERN, PA · CRD 292396 · IAPD ↗ · malverncap.com · 610-979-1462

$258.1MRegulatory AUM
4Advisory reps
5Employees
3Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2024 — MALVERN CAPITAL MANAGEMENT (MALVERN, PA) is newly SEC-registered with $223.4M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.