THREE MAGNOLIAS FINANCIAL ADVISORS

RIASEC RegisteredEst. 2001

Total AUM

$487M

Discretionary

$449M

92% of AUM

Avg account

$298K

Accounts

1,632

Employees

Advisory reps

Firm details

Headquarters: WINSTON SALEM, North Carolina
CRD number: 114471
Registered since: July 30, 2001
Website: www.bluerockwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.66%
Individuals22.63%
Pension & Profit Sharing Plans5.71%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Three Magnolias Financial Advisors is an independent registered investment advisor that has operated since 2001 and functions as a capital allocator for both individuals/families and institutional clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee model is mixed—percentage of assets under management plus hourly and fixed-fee arrangements—allowing flexibility across client segments and engagement types. Investment activity centers on publicly traded pooled vehicles for core exposures, while the firm also deploys third‑party alternative managers when suitable. The practice is not positioned as an active ESG investor. As an independent RIA with an owner-type listed as individual, Three Magnolias emphasizes customized plan-driven portfolios and the use of outside managers and products where they add value.