A complete list of active advisors currently associated with Southern Magnolia Investment Management LLC

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

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.

To learn more about the advisors currently working at Southern Magnolia Investment Management LLC, 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.

Name	Location	Years of experience
Samuel Bruning	Port Saint Lucie, FL	20

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support