A complete list of active advisors currently associated with Malaga Cove Capital, LLC

Warmer can help you find a great advisor at Malaga Cove Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Malaga Cove Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.