The Molpus Woodlands Group, LLC

RIASEC RegisteredEst. 2004
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$204M
Accounts
9
Employees
112
Advisory reps
15

Firm details

Headquarters
Ridgeland, Mississippi
CRD number
114575
Registered since
July 22, 2004
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

The Molpus Woodlands Group, LLC is a privately held, SEC-registered institutional RIA that provides investment management and real-estate-related services to institutional clients. Registered since 2004 as a limited liability company, the firm operates as an institutional adviser and also functions as a real estate broker. It serves a wholly institutional client base and acts as sponsor, general partner, and managing member of pooled investment vehicles rather than operating as a multi-state advisory network. The firm reports being an active ESG investor and employs a mix of fee models — percentage-of-AUM, hourly, fixed, performance-based and other arrangements — across its client relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 4
  • Terrell Winstead

    Terrell Winstead

    President and CEOCRD 4832786

  • Chad McElvany

    Chief Operating OfficerCRD 8064101

  • Lance Williamson

    Chief Technology OfficerCRD 7356145

Unlock 1 more executives

Contacts

3 of 11
  • Gary Rosamond

    Gary Rosamond

    Executive Vice PresidentCRD 7226268

  • Wendy Mullins

    Wendy Mullins

    General CounselCRD 7226259

  • Michael Cooper

    Michael Cooper

    Executive Vice PresidentCRD 4832800

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Ridgeland, MS

Madison

Location

Ridgeland, MS

Headquartered in Ridgeland, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.

Metro area
Jackson-Vicksburg-Brookhaven, MS
Region
South
County
Madison
Address
402 W Parkway Pl
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth