Magnolia Financial Planning Services, Inc.
● SEC registered since 2018CRD 135759SEC# 801-114454Seneca, SC
Ranks #4,980 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$225.7M
Fund GAV
$8.8M
Private funds
1
Employees
4
Accounts
278
Location
Seneca, SC
Magnolia Financial Planning Services, Inc. assets under management
Magnolia Financial Planning Services, Inc. is a registered investment adviser overseen by the SEC based in Seneca, SC. The firm has been registered since 2018. It reports $225.7 million in regulatory assets under management and employs 4 people. Magnolia Financial Planning Services, Inc. manages 1 private fund with combined gross assets of $8.8 million, including Veridos Income Stability Fund LP. By regulatory assets, it ranks 4,980 of 6,004 private fund managers.
Magnolia Financial Planning Services, Inc. private funds
1 funds · $8.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Veridos Income Stability Fund LP | Hedge | $8.8M | $100K |
Magnolia Financial Planning Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Sidney White Control | Vice-President | 50-75% | 2016 |
| Robby Thomas Bryant Control | President, Chief Compliance Officer | 50-75% | 1998 |
Frequently asked questions
How much does Magnolia Financial Planning Services, Inc. manage?
Magnolia Financial Planning Services, Inc. reports $225.7 million in regulatory assets under management on its Form ADV.
How many private funds does Magnolia Financial Planning Services, Inc. manage?
Magnolia Financial Planning Services, Inc. manages 1 private funds with combined gross assets of $8.8 million.
How many employees does Magnolia Financial Planning Services, Inc. have?
Magnolia Financial Planning Services, Inc. reports 4 employees.
Where is Magnolia Financial Planning Services, Inc. located?
Magnolia Financial Planning Services, Inc. is based in Seneca, SC and has been SEC-registered since 2018.
Does Magnolia Financial Planning Services, Inc. disclose fund performance?
Magnolia Financial Planning Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 414 Old Clemson Highway, Seneca, SC 29672 |
| Phone | 864-886-9766 |
| Fax | 864-886-9767 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$225.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
AUM vs fund managersTop 83%
Larger than 17% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$225.7Mregulatory AUM
Discretionary $225.7M
Service providers
Auditor
Prime broker
Custodian
Administrator