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MAG CAP
MAGNOLIA CAPITAL ADVISORS LLC
CRD 298398 · SEC 801-114023
1076 HIGHLAND COLONY PARKWAY, SUITE 291, RIDGELAND, MS, 39157, United States
Phone
601-362-5872
Fax
769.447.3730
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.69B
Discretionary AUM
$1.04B
Team
18 total employees; 13 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1201 | $412.6M |
| High net worth individuals | 236 | $517.2M |
| Banking/thrift institutions | 1 | $95.2M |
| Pension/profit sharing plans | 80 | $555.2M |
| Charitable organizations | 8 | $5.9M |
| Corporations/business entities | 40 | $105.5M |
States served
AL, CA, CO, GA, LA, MI, MS, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD