Malaga Cove Capital, LLC logo

Malaga Cove Capital, LLC

Updated today

Client assets under management

$291,831,174

Clients

218

24% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

73

High

Average account size

$1,338,675

About

Malaga Cove Capital, LLC provides discretionary investment management and retirement-plan investment services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and individual participants in retirement plans. The firm oversees roughly $311 million across about 218 client relationships and offers portfolio management, ERISA plan services (including serving as a 3(38) investment manager), and tailored account restrictions.

The firm generally pursues capital growth and appreciation through primarily equity‑oriented portfolios, using a combination of fundamental and technical analysis, long‑term holdings with periodic rebalancing, and discretionary trade execution. Malaga also incorporates fixed income, money market instruments, REITs, ADRs and other instruments for preservation or diversification as appropriate, and conducts regular account reviews and client reporting.

A distinctive operational feature is that the firm permits borrowing in separately managed accounts — a practice that is uncommon among supported peers and may introduce leverage considerations into client portfolios. Other notable aspects include its small advisory team managing discretionary accounts at scale, its role as an ERISA 3(38) manager for some retirement plans, and a practice of leaving proxy voting to clients while providing voting guidance on request.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0+: 1.00% to 2.00% annually (Investment Management Services, negotiable) $0+: Up to 1.00% annually (ERISA Plan Services)

Other

Fee-only: Fees charged as percentage of assets under management; no commissions accepted

Main office location

Malaga Cove Capital, LLC

425 Via Corta, Suite 303

Palos Verdes Estates CA 90274, United States

Number of offices

2

Most active in

Arizona · California · Colorado · New Hampshire · Oregon · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alfred W

Series 63, Series 65

Palos Verdes Estates, CA

Malaga Cove Capital, LLC

Alfred Walsh is a financial advisor at Malaga Cove Capital, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Malaga Cove Capital since 2008. The firm provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Malaga Cove Capital focuses on capital growth through a primarily equity-focused, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Active portfolio management Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Mark C

Series 63, Series 65

Palos Verdes Estates, CA

Malaga Cove Capital, LLC

Mark Choate is a financial advisor at Malaga Cove Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Malaga Cove Capital since 2008. Prior to that, he was retired starting in 2007. Malaga Cove Capital provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth using a primarily equity-based, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Active portfolio management Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Alfred W

CFA®, Series 63

Palos Verdes Estates, CA

Malaga Cove Capital, LLC

Alfred Walsh is a financial advisor at Malaga Cove Capital, LLC with the CFA® designation and Series 63 license. He has been in the industry since 2023, including experience at Fidelity Investments and his current firm. Malaga Cove Capital, LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth through a primarily equity-focused, long-term buy-and-hold strategy combined with active portfolio management and periodic rebalancing.

Active portfolio management Wealth management Real estate investing Retirement plans for business owners (SEP, solo 401k)
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