Southern Magnolia Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,196,202
Clients
76
Advisors
1
of 1 employees
About
Southern Magnolia provides discretionary investment management and financial consulting to individuals, high-net-worth individuals, trusts, estates and other registered investment advisers. As with many independent advisers, it charges percentage-of-assets-under-management fees and oversees portfolio construction and ongoing supervision for client accounts.
The firm describes a fundamentals-driven, generally long-term approach that uses mutual funds, ETFs, individual equities and bonds, and may include alternative investments or occasional options to implement client objectives. Portfolios are customized through strategic asset allocation, retention of legacy holdings when appropriate, and periodic rebalancing or cash positioning to manage risk and meet client cash needs.
The brochure discloses that prior references to the principal’s broker‑dealer and insurance agency affiliations were removed and otherwise states there are no current material outside relationships, while separately noting an institutional relationship with Schwab that provides platform and operational support. The adviser also discloses the principal’s multiple nonprofit leadership roles and a small sports‑memorabilia business, and indicates it can work with charitable and corporate/business clients and other RIAs—client types that are less common among independent peers.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
Up to $250 per hour for financial consulting services
Fee-only: Financial consulting services offered at hourly rate up to $250; may be included in wealth management fee or charged separately; fees negotiable
Main office
Port Saint Lucie FL
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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