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Traynon Capital Management (Malvern)


Traynon Capital Management is an adviser based in Malvern. It manages $28 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Delaware, New Jersey, New York, and Pennsylvania.




Traynon Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Traynon Capital Management: assets under management

The assets under management (AUM) of Traynon Capital Management is $28 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 $5 million in discretionary accounts and $23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $353.85 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Traynon Capital Management for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Malvern

The principal office where Traynon Capital Management performs its advisory services is located at 33 Meadow Creek Ln., Malvern, PA 19355, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 610-993-9050/610-308-8442 or by fax 610-722-1291. The normal business hours are 8am-7pm on Monday - Friday.


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