A complete list of active advisors currently associated with Magnolia Capital Management

Warmer can help you find a great advisor at Magnolia Capital Management or one who fits your needs even better.

Magnolia Capital Management is a family-controlled, SEC-registered investment adviser that provides individualized investment supervisory services and portfolio management to individuals (including high-net-worth clients), trusts, charitable organizations and private businesses, along with periodic reviews of outside managers, comprehensive financial planning, and project-specific consulting. The firm states it does not solicit the general public and generally accepts clients who are families of shareholders or persons personally known to its directors. The firm follows a long-only, fundamentally oriented process that incorporates fundamental, cyclical and qualitative analysis together with asset-allocation guidelines and selective use of mutual funds and ETFs to gain exposure to specialized asset classes; it does not engage in options, short sales, margin or other derivatives. Accounts may be managed on a discretionary or non-discretionary basis, are formally reviewed at least quarterly, and custody and execution are arranged through institutional custodians with block trading used where appropriate to seek best execution. What sets Magnolia apart from many team firms is the degree of cross-professional affiliations disclosed in its brochure: various board members/principals maintain separate accounting, legal and independent-adviser practices, and those outside relationships are described as operationally separate, compensated independently, and subject to internal conflict-of-interest controls and disclosures. The firm also operates a relatively small, selective client base while managing several hundred million dollars in assets and maintains special arrangements for family accommodation accounts and related succession planning services.

To learn more about the advisors currently working at Magnolia Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.