MAGNOLIA CAPITAL ADVISORS LLC

MAG CAP

JACKSON, Mississippi·4 registered advisors·CRD# 298398

SEC# 801-1140235601-362-5872

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

18

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at MAGNOLIA CAPITAL ADVISORS LLC

4 registered advisors

Charles Fuller Marion

JACKSON, Mississippi

Stephen M Griner

JACKSON, Mississippi

Tara Celeste May

JACKSON, Mississippi

Vaiden Arthur Clark

JACKSON, Mississippi

05

Office Locations

JACKSON, Mississippi

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Data sourced from SEC Form ADV filings. MAGNOLIA CAPITAL ADVISORS LLC (CRD# 298398) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.