Magnolia Capital Advisors LLC
● SEC registered since 2018CRD 298398SEC# 801-114023Ridgeland, MS
Reg. AUM
$1.69B
Employees
18
Accounts
4,324
Location
Ridgeland, MS
Magnolia Capital Advisors LLC assets under management
Magnolia Capital Advisors LLC operates as an SEC-registered investment adviser based in Ridgeland, MS. The firm has been registered since 2018. It reports $1.7 billion in regulatory assets under management and employs 18 people.
Magnolia Capital Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Fuller Marion Control | Managing Director | 10-25% | 2018 |
| Roseann Higgins | Chief Compliance Officer | Under 5% | 2026 |
| Stephen M Griner Control | Managing Director | 25-50% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Magnolia Capital Advisors LLC manage?
Magnolia Capital Advisors LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Magnolia Capital Advisors LLC have?
Magnolia Capital Advisors LLC reports 18 employees.
Where is Magnolia Capital Advisors LLC located?
Magnolia Capital Advisors LLC is based in Ridgeland, MS and has been SEC-registered since 2018.
Does Magnolia Capital Advisors LLC disclose fund performance?
Magnolia Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1076 Highland Colony Parkway, Suite 291, Ridgeland, MS 39157 |
| Phone | 601-362-5872 |
| Fax | 769.447.3730 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.69B▲ 47%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.69Bregulatory AUM
Discretionary $1.04BNon-discretionary $651.3M