Malvern Capital Management, Llc
- Regulatory AUM
- $258M
- Discretionary
- $258M
- Clients
- 133
- Avg AUM / client
- $1.9M
- Accounts
- 356
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $24.8M | 9.61% |
| High net worth individuals | 62 | $192M | 74.3% |
| Pension and profit sharing plans | 3 | $29.7M | 11.5% |
| Charitable organizations | 3 | $8.9M | 3.44% |
| Corporations and other businesses | 1 | $3.0M | 1.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Recovery Centers Of America 401(k) Plan Recovery Centers Of America Holdings Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Paul Czajka | Chief Executive Officer, Chief Compliance Officer & Managing Member | Mar 2018 (8y) | 50% – 75% | |
| James Lawrence Olsen | Member, President & Chief Investment Officer | CFP CFA | Apr 2018 (8y) | 50% – 75% |
| Louis Joseph Iovannone | Registered representative | Aug 2019 (7y) | ||
| John William Eisele | Registered representative | Aug 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Recovery Centers Of America 401(k) Plan | Recovery Centers Of America Holdings Llc | 1,985 | $21.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $224M (87% of AUM) Feb 2026
- Hand Benefits & Trust $29.7M (12% of AUM) Feb 2026
- Tiaa $4.2M (2% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗