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Malone Capital Advisors, LLC (La Jolla)


Malone Capital Advisors, LLC is a related adviser based in La Jolla. It manages $15 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Minnesota and South Dakota.

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Malone Capital Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Malone Capital Advisors: assets under management

The assets under management (AUM) of Malone Capital Advisors, LLC is $15 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $600 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Malone Capital Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Dj Blair Member 1 Feb 2007 25% - 50% 20-8159790
Sage One Ltd Member 1 Feb 2007 25% - 50% 20-8159870

Based in La Jolla

The principal office where Malone Capital Advisors, LLC performs its advisory services is located at 5672 La Jolla Blvd., La Jolla, CA 92037 The mailing address of the firm is 122 S Phillips Ave, Sioux Falls, SD 57104. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 605-339-2011 or by fax 605-339-2018. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.malonecapital.com.


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