Three Magnolias Financial Advisors, LLC
● SEC registered since 2001CRD 114471SEC# 801-60460Winston Salem, NC
Reg. AUM
$487.1M
Employees
7
Accounts
1,632
Location
Winston Salem, NC
Three Magnolias Financial Advisors, LLC assets under management
Three Magnolias Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Winston Salem, NC. The firm has been registered since 2001. It reports $487.1 million in regulatory assets under management and employs 7 people.
Three Magnolias Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Wingler Johnson Control | Member | Over 75% | 2009 |
| Wesley Robert Reed | Chief Compliance Officer | Under 5% | 2017 |
Frequently asked questions
How much does Three Magnolias Financial Advisors, LLC manage?
Three Magnolias Financial Advisors, LLC reports $487.1 million in regulatory assets under management on its Form ADV.
How many employees does Three Magnolias Financial Advisors, LLC have?
Three Magnolias Financial Advisors, LLC reports 7 employees.
Where is Three Magnolias Financial Advisors, LLC located?
Three Magnolias Financial Advisors, LLC is based in Winston Salem, NC and has been SEC-registered since 2001.
Does Three Magnolias Financial Advisors, LLC disclose fund performance?
Three Magnolias Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Oakwood Drive, Suite 480, Winston Salem, NC 27103 |
| Phone | 336-701-1600 |
| Fax | (336) 701-0554 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$487.1M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$487.1Mregulatory AUM
Discretionary $449.3MNon-discretionary $37.7M