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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-05-2018
- Office Locations
- 1
Office Locations
About Malvern Capital Management
Malvern Capital Management is a 100% employee-owned, fee-only RIA founded in 2018 by Michael P. Czajka and James L. Olsen (35+ years' experience each). The firm delivers customized, long-term investment management for individuals, families, business owners and women in transition, and also partners with other investment advisers as a financial intermediary. Portfolios commonly use ETFs and public funds, with custody via Schwab/Fidelity.
Reported data analysis
What the numbers show
Between February 6, 2025 and February 19, 2026, reported AUM increased 14.5%, from $225.4M to $258.1M.
Across 3 reported observations, AUM increased 15.5% between September 11, 2024 and February 19, 2026, from $223.4M to $258.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 136 clients, or 34 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 19, 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
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL PAUL CZAJKA
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1529137
- Ownership
- 50% but less than 75%
JAMES LAWRENCE OLSEN
Chief Investment Officer, President
- CRD
- #1599511
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOHN WILLIAM EISELE
--
- CRD
- #76519
LOUIS JOSEPH IOVANNONE JR
President
- CRD
- #2974684
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,119,057 | $725,054 |
| Non-Discretionary | $0 | -- |
| Total | $258,119,057 | $725,054 |
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Separately Managed Accounts
SMA allocation detail is available
Malvern Capital Management has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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