Malvern Capital Management
SEC RegisteredWe strive to be valuable partners to our clients
About the firm
Malvern Capital Management was founded in 2018 by Michael P. Czajka and James L. Olsen, each with over 35 years of diverse investment experience. It is a 100% employee-owned, fee-only advisory business offering unbiased customized investment services. The firm utilizes a research-based, institutional approach to providing comprehensive investment advisory services and portfolio models.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only, fully discretionary investment management services provided on a fiduciary basis, including development of personalized investment policy statements, portfolio construction across a variety of asset classes, and comprehensive investment advisory services based on risk tolerance and macro insights.
Who they serve
Individuals, families, business owners, women in transition, other investment advisers, wealthy families, institutions, high-net-worth clients, and defined contribution and defined benefit retirement plan marketplace participants.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Malvern Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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