James Olsen
Malvern Capital Management · Malvern, Pennsylvania
James Olsen is a fee-only financial advisor at Malvern Capital Management in Malvern, Pennsylvania, who holds the CFP and CFA credentials. James focuses on estate & legacy planning, retirement planning and tax planning. Malvern Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Malvern Capital Management |
|---|---|
| Based in | Malvern, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $258.1M across 356 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 1599511 |
| Exams passed | Series 63 (2006) · Series 65 (1993) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.malverncap.com |
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Questions about James
Is James Olsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Malvern Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Malvern Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Olsen based?
James Olsen is based in Malvern, Pennsylvania.
What does James specialize in?
James's specialties include estate & legacy planning, retirement planning and tax planning. James works with ultra high net worth.
What credentials does James Olsen hold?
James Olsen holds the CFP and CFA credentials.
Is James Olsen registered with the SEC?
Yes. James Olsen is registered as an investment adviser representative in PA and TX (CRD 1599511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Malvern Capital Management manage?
Malvern Capital Management reports $258.1M across 356 accounts in assets under management.
How do I contact James Olsen?
Through James's website, www.malverncap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Malvern Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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