Magnolia Capital Management

Overview

Magnolia Capital Management is an independent, owner-led registered investment adviser that provides financial planning and portfolio management to high-net-worth individuals, families, small businesses and institutional clients. The firm is registered with the SEC (registered in 2006). Its fee approach includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, allowing flexibility across planning and advisory engagements. Magnolia lists advisory activities focused on financial planning and discretionary and non-discretionary portfolio management for both individual/small business clients and larger business or institutional relationships. The firm does not identify as an active ESG investor and reports relationships with other professional service providers, including other investment advisers, accountants and law firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices