# Malaga Cove Capital, LLC

> Malaga Cove Capital, LLC is an SEC-registered investment advisory firm in Palos Verdes Estates, CA, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 146959
- Filed as: MALAGA COVE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palos Verdes Estates, CA
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146959
- AdvisorCensus page: https://advisorcensus.com/firm/malaga-cove-capital-llc-palos-verdes-estates-ca-146959

## Quick answers

**How is Malaga Cove Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Malaga Cove Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Malaga Cove Capital, LLC charge?**
Its Form ADV Part 2A brochure dated February 13, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Malaga Cove Capital, LLC located?**
Malaga Cove Capital, LLC's principal office is in Palos Verdes Estates, CA, according to its Form ADV.

**Is Malaga Cove Capital, LLC registered with the SEC or a state?**
Malaga Cove Capital, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146959.

**How much does Malaga Cove Capital, LLC manage?**
Malaga Cove Capital, LLC reports $310,929,712 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**How have Malaga Cove Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Malaga Cove Capital, LLC: Regulatory assets under management: $243,799,949 in the October 2021 data and $310,929,712 in the October 2026 data, up 28%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Malaga Cove Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (166); high net worth individuals (52); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Malaga Cove Capital, LLC use?**
Malaga Cove Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co. Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Malaga Cove Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146959

**What changed in Malaga Cove Capital, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $278,517,185 to $310,929,712 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> Malaga‘s advisory fees are charged based on a percentage of the client’s total assets under management and range from 1.00% to 2.00%, annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co. Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $310,929,712
- Discretionary: $310,929,712
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 166 | $65,868,454 |
| High net worth individuals | 52 | $225,962,720 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $9,286,886 |
| Charitable organizations | 2 | $531,488 |
| Corporations or other businesses not listed above | 4 | $9,280,164 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (18 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, NH, OR, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [malagacovecapital.com](https://malagacovecapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $243,799,949 | 3 | February 3, 2021 |
| October 2022 | $275,898,734 | 3 | May 26, 2022 |
| October 2023 | $209,531,620 | 3 | January 24, 2023 |
| October 2024 | $275,509,453 | 4 | August 28, 2024 |
| October 2025 | $278,517,185 | 4 | January 30, 2025 |
| October 2026 | $310,929,712 | 4 | February 13, 2026 |

Regulatory assets under management: $243,799,949 in the October 2021 data and $310,929,712 in the October 2026 data, up 28%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $278,517,185 to $310,929,712 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Malaga Cove Capital, LLC (CRD 146959): Form ADV filing data as of October 2026.