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.magnoliacapitalmanagement.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, SEC-registered investment adviser formed in 2006 and organized as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and discretionary portfolio management across individuals, small businesses, and larger business or institutional accounts. Its fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. Magnolia does not identify as an active ESG investor.

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

    Thomas Cunningham

    DirectorCRD 4516341

  • John Gifford

    John Gifford

    Vice ChairmanCRD 4516314

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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

100%

$109M

Active

0%

$548K

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$26M35,34523.74%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth