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 an SEC‑registered, family‑controlled investment adviser that serves a selective client base of individual and high‑net‑worth clients, generally limited to families of its shareholders or persons personally known to the firm’s directors. It offers continuous investment supervisory services including individual portfolio management, periodic account reviews, financial planning, and project‑specific consulting focused on publicly traded securities. The firm pursues long‑only strategies and uses fundamental, cyclical and qualitative analysis alongside asset allocation and selective mutual fund/ETF exposure for specialized asset classes; it does not recommend options or other derivatives. Accounts are managed on discretionary or non‑discretionary bases, reviewed at least quarterly, and the firm also performs one‑time or periodic reviews of client accounts held with other managers. Magnolia Capital’s governance and referral practices are notable: the firm has disclosed affiliations with an accounting practice, a law firm, and other registered investment advisers, with those outside activities operated separately and any conflicts disclosed to clients without formal referral‑fee arrangements. The adviser maintains a relatively small, closely curated client roster and advisor group overseeing a multi‑hundred‑million dollar asset base, and it does not vote proxies on client securities.

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.