Malaga Cove Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$291,831,174
Clients
218
Advisors
3
of 4 employees
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
Expertise
Fee options
$0+: 1.00% to 2.00% annually (Investment Management Services, negotiable) $0+: Up to 1.00% annually (ERISA Plan Services)
Fee-only: Fees charged as percentage of assets under management; no commissions accepted
Main office
425 Via Corta, Suite 303
Palos Verdes Estates CA 90274
Advisors at this office
3
Most active in
Arizona · California · Colorado · New Hampshire · Oregon · Tennessee · Texas · Washington
Also doing business as
Malaga Cove Capital, LLC · Malaga Investment Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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