A complete list of active advisors currently associated with Malcolm Capital Management LLC

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

Founded in 2023, the firm provides discretionary investment management through separately managed accounts for individuals, trusts, investment companies and pension plans. It works with both taxable and retirement accounts and indicates a suggested account minimum of $100,000. The advisory approach is active and technical-analysis driven, implemented across three tactical strategies — Tactical Growth, Tactical Income, and Treasury Reserve — using exchange-traded products, U.S. Treasuries and cash. The Tactical Growth strategy may include ETP exposures to equities, commodities, bitcoin and S&P 500 VIX futures (with a No K-1 variant offered to address K-1 tax reporting), while Tactical Income and Treasury Reserve focus on tactical allocations among bond and short-duration Treasury ETFs. Distinctive for its category, the firm expressly accepts institutional-type clients (investment companies and pension plans) while employing tactical allocations to less-common asset exposures through ETPs. The brochure also discloses a 2023 state registration denial and related regulatory correspondence, which the firm describes in detail in its disciplinary section.

To learn more about the advisors currently working at Malcolm Capital Management 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.