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Magnolia Capital Advisors LLC

● SEC registered since 2018CRD 298398SEC# 801-114023Ridgeland, MS
Export (members)
Reg. AUM
$1.48B
Employees
18
Accounts
3,743
Location
Ridgeland, MS

Magnolia Capital Advisors LLC assets under management

Magnolia Capital Advisors LLC operates as an SEC-registered investment adviser based in Ridgeland, MS. The firm has been registered since 2018. It reports $1.5 billion in regulatory assets under management and employs 18 people.

Magnolia Capital Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Charles Fuller Marion ControlManaging Director10-25%2018
Stephen M Griner ControlManaging Director25-50%2018
Tara Celeste May ControlPresidentUnder 5%2022
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Frequently asked questions

How much does Magnolia Capital Advisors LLC manage?

Magnolia Capital Advisors LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Magnolia Capital Advisors LLC have?

Magnolia Capital Advisors LLC reports 18 employees.

Where is Magnolia Capital Advisors LLC located?

Magnolia Capital Advisors LLC is based in Ridgeland, MS and has been SEC-registered since 2018.

Does Magnolia Capital Advisors LLC disclose fund performance?

Magnolia Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1076 Highland Colony Parkway, Suite 291, Ridgeland, MS 39157
Phone601-362-5872
Fax769.447.3730
Office hours8:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$935.9M
Non-discretionary$546.8M
Total (RAUM)$1.48B