Magnolia Capital Asset Management LLC

Magnolia Capital Asset Management LLC provides ongoing portfolio management and investment advisory services to high‑net‑worth individuals, pension and profit‑sharing plans, and corporate entities. The firm documents client objectives in individualized Investment Policy Statements and advises on a range of securities including mutual funds, ETFs, fixed income, REITs, private placements and other alternative vehicles.

The firm applies fundamental analysis and modern portfolio theory and implements a long‑term trading approach aligned with each client’s Investment Policy Statement; although it is authorized for discretionary management, the brochure reports its advisory assets are managed on a non‑discretionary basis. MCAML also notes it may enter into performance‑based fee arrangements for qualified clients and discloses procedures intended to address the conflicts that can arise from such arrangements.

Distinctive features disclosed in the brochure include the principal’s involvement in other investment‑related entities (including a separate investment consulting firm and personal investment LLCs), with those activities disclosed as not being offered to MCAML advisory clients. The firm reports no account minimums, focuses on higher‑net‑worth and institutional clients rather than non‑HNW retail investors, and requires the use of a specified qualified custodian for client accounts.