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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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
Unlock allContacts
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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