CRD: 146959
Malaga Cove Capital, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2008
- Office Locations
- 1
Office Locations
About Malaga Cove Capital, LLC
Malaga Cove Capital is a privately owned Southern California RIA focused on investment management, with portfolios researched, executed, and monitored entirely in-house. The firm emphasizes independent decision-making with no product partnerships, and custodies client assets at Charles Schwab while remaining fully independent. Public profile data indicates ETF-heavy allocations alongside mutual funds and asset-allocation work for retail and institutional clients.
Reported data analysis
What the numbers show
Between January 30, 2025 and February 13, 2026, reported AUM increased 11.6%, from $278.5M to $310.9M.
Across 5 reported observations, AUM increased 12.7% between May 26, 2022 and February 13, 2026, from $275.9M to $310.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 228 clients, or 76 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ALFRED CHARLES WALSH III
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #2530231
- Ownership
- 75% or more
MARK WADE CHOATE III
Chief Executive Officer, Portfolio Manager
- CRD
- #46027
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ALFRED WALSH IV
--
- CRD
- #7774903
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,929,712 | $673,008 |
| Non-Discretionary | $0 | -- |
| Total | $310,929,712 | $673,008 |
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Separately Managed Accounts
SMA allocation detail is available
Malaga Cove Capital, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Malaga Cove Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.