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THREE MAGNOLIAS FINANCIAL ADVISORS
THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471 · SEC 801-60460
110 OAKWOOD DRIVE, SUITE 480, WINSTON SALEM, NC, 27103, United States
Phone
336-701-1600
Fax
(336) 701-0554
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$487.1M
Discretionary AUM
$449.3M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 144 | $110.2M |
| High net worth individuals | 455 | $349.0M |
| Pension/profit sharing plans | 19 | $27.8M |
States served
CA, GA, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD