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T. Jefferson Coleman Cunningham

MAGNOLIA CAPITAL MANAGEMENT, LTD.·COLD SPRING, New York
Series 65Clean record4 years registeredMAGNOLIA CAPITAL MANAGEMENT, LTD.
55 CHESTNUT STREET, SUITE 5, COLD SPRING, NY 10516CRD# 4516310Firm CRD# 119597

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
T. Jefferson Coleman Cunningham · COLD SPRING, NY
Registration
CRD #4516310 · MAGNOLIA CAPITAL MANAGEMENT, LTD. · 4 years registered
Brand Profile
Not yet started
01

Career History

MAGNOLIA CAPITAL MANAGEMENT
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 30, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAGNOLIA CAPITAL MANAGEMENT, LTD.
CRD 119597 · SEC 801-65323
AUM
$202M
Regulatory assets under management
Employees
3
89 client accounts
Services offered by MAGNOLIA CAPITAL MANAGEMENT, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAGNOLIA CAPITAL MANAGEMENT, LTD. →
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05

Frequently Asked Questions

What services does T. Jefferson Coleman Cunningham offer?
T. Jefferson Coleman Cunningham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLD SPRING, New York for a consultation.
What are T. Jefferson Coleman Cunningham's credentials?
T. Jefferson Coleman Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is T. Jefferson Coleman Cunningham located?
T. Jefferson Coleman Cunningham is based in COLD SPRING, New York, working with MAGNOLIA CAPITAL MANAGEMENT, LTD.. Their office serves clients in the COLD SPRING metropolitan area and surrounding communities.
How does T. Jefferson Coleman Cunningham charge for services?
T. Jefferson Coleman Cunningham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGNOLIA CAPITAL MANAGEMENT, LTD.?
MAGNOLIA CAPITAL MANAGEMENT, LTD. has approximately 3 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAGNOLIA CAPITAL MANAGEMENT, LTD.

Carol Ann Powell
COLD SPRING, NY
James Bell Cunningham
COLD SPRING, NY
Tamar Cunningham Stubbs
COLD SPRING, NY

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