CRD: 146959
Malaga Cove Capital, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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