MALVERN CAPITAL MANAGEMENT

Legal name: MALVERN CAPITAL MANAGEMENT, LLC

CRD 292396File 801-131034

APPROVED

Retail clients

Custody

Filing as of Feb 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$258.1M

Below cohort median (national)

Discretionary AUM

$258.1M

Clients

133

356 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 30, 2024
Principal office: 5 GREAT VALLEY PARKWAY, SUITE 226, MALVERN, PA, 19355
Phone: 610-979-1462
Website: HTTP://WWW.MALVERNCAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $258.1M
Discretionary AUM: $258.1M
Non-discretionary AUM: $0
Discretionary accounts: 356
Non-discretionary accounts: 0
Total accounts: 356
AUM per client: $1.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$3.0M
Charitable organizations	Fewer than 5	$8.9M
High net worth individuals	62	$191.8M
Pension and profit sharing plans	Fewer than 5	$29.7M
Individuals (other than high net worth individuals)	64	$24.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.