MAGNOLIA CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2006
Total AUM
$228M
Discretionary
$199M
87% of AUM
Avg account
$2.5M
Accounts
90
Employees
4
Advisory reps
10

Firm details

Headquarters
COLD SPRING, New York
CRD number
119597
Registered since
January 19, 2006
Website
www.magnoliacap.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI52.17%
  • Corporations / Businesses37.48%
  • Individuals5.67%
  • Charitable Organizations4.68%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Magnolia Capital Management is an independent registered investment adviser organized as a corporation and registered with the SEC since 2006. Ownership is held privately. The firm serves both individual/family and institutional clients, providing financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its fees include asset-based charges as well as hourly and fixed-fee engagements. Magnolia does not identify as an ESG-focused investor and is not designated as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 9%, State & Local Bonds 6%, US Government Bonds 5%, Investment Grade Corp Bonds 5%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents9%
  • State & Local Bonds6%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%

Owners & executives

3 of 3

  • Tamar Stubbs

    Chief Compliance OfficerCRD 6846417

  • THOMAS J. CUNNINGHAM

    President, CEO and ChairmanCRD 4516343

  • T. JEFFERSON CUNNINGHAM

    CEO & PresidentCRD 4516310

Contacts

3 of 7

  • IRENE VANVOORHIS

    Vice PresidentCRD 5075287

  • THOMAS CUNNINGHAM

    DirectorCRD 4516341

  • JOHN GIFFORD

    Vice ChairmanCRD 4516314

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$110M in ETFs

Passive

99%

$110M

Active

0%

$661K

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$23.4M40,56321.24%
Unlock additional holdings →

Location

Primary office

COLD SPRING, NY

PUTNAM

Location

COLD SPRING, NY

Headquartered in COLD SPRING, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
PUTNAM
Address
55 Chestnut St
Time zone
ET (UTC-5)
Office locations

Similar firms

LUNIN-PACK PLANNING AND ADVICE, LLC

RIA

COLD SPRING, NY

AUM $32.4MTEAM 2REPS 2

HARPER CAPITAL MANAGEMENT, LTD.

RIA

COLD SPRING, NY

AUM $18.1MTEAM 1REPS 1

BEACON FINANCIAL ADVISORS

RIA

RYE BROOK, NY

AUM $228MTEAM 4REPS 3

BOYAR ASSET MANAGEMENT, INC.

RIA

New York, NY

AUM $228MTEAM 9REPS 4

RM SINCERBEAUX CAPITAL MANAGEMENT, LLC.

RIA

New York, NY

AUM $227MTEAM 1REPS 1

DILATION CAPITAL MANAGEMENT LP

RIA

New York, NY

AUM $229MTEAM 4REPS 2
More RIAs in COLD SPRING →All New York RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth