Magnolia Capital Management, Ltd.
● SEC registered since 2006CRD 119597SEC# 801-65323Cold Spring, NY
Reg. AUM
$227.7M
Employees
4
Accounts
90
Location
Cold Spring, NY
Magnolia Capital Management, Ltd. assets under management
Magnolia Capital Management, Ltd. is an investment advisory firm registered with the SEC based in Cold Spring, NY. The firm has been registered since 2006. It reports $227.7 million in regulatory assets under management and employs 4 people.
Magnolia Capital Management, Ltd. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Ann Powell Control | Treasurer & Director | Under 5% | 2002 |
| Frederick Carter Twichell | Shareholder | 5-10% | 2002 |
| Irene Mary Vanvoorhis Control | Assistant Secretary, Vice-President | 5-10% | 2005 |
| James Bell Cunningham | Director | Under 5% | 2002 |
| John Karl Gifford Control | Secretary & Vice-Chairman | Under 5% | 2002 |
| Marion Cunningham Twichell | Shareholder | 5-10% | 2002 |
| Peter Vankleeck | Director | Under 5% | 2004 |
| T. Jefferson Coleman Cunningham Control | President,chairman, Ceo | 25-50% | 2002 |
| Tamar Cunningham Stubbs Control | Vice-President, Chief Compliance Officer | Under 5% | 2017 |
| Thomas Jefferson Cunningham | Senior Vice-President | Under 5% | 2002 |
Frequently asked questions
How much does Magnolia Capital Management, Ltd. manage?
Magnolia Capital Management, Ltd. reports $227.7 million in regulatory assets under management on its Form ADV.
How many employees does Magnolia Capital Management, Ltd. have?
Magnolia Capital Management, Ltd. reports 4 employees.
Where is Magnolia Capital Management, Ltd. located?
Magnolia Capital Management, Ltd. is based in Cold Spring, NY and has been SEC-registered since 2006.
Does Magnolia Capital Management, Ltd. disclose fund performance?
Magnolia Capital Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Chestnut Street, Suite 5, Cold Spring, NY 10516 |
| Phone | 845-809-5259 |
| Office hours | 9:30 - 4:30 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.7M▲ 4%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,306 advisers
EmployeesTop 69%
More than 31% of 16,824 advisers
Assets under management
$227.7Mregulatory AUM
Discretionary $198.5MNon-discretionary $29.2M