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Marlton Capital Management (Marlton)


Marlton Capital Management is a large advisory firm based in Marlton. It manages $26 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Delaware.

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

Marlton Capital Management: assets under management

The assets under management (AUM) of Marlton Capital Management is $26 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.33 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Marlton Capital Management for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marlton

The principal office where Marlton Capital Management performs its advisory services is located at 702 Jonathan Lane, Marlton, NJ 08053, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856 630-6317 or by fax 856 988-8682. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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