MAGNOLIA CAPITAL MANAGEMENT, LTD.

MAGNOLIA CAPITAL MANAGEMENT
COLD SPRING, New York·4 registered advisors·CRD# 119597
SEC# 801-653230845-809-5259
01

Firm Overview

AUM
$202M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MAGNOLIA CAPITAL MANAGEMENT, LTD.

4 registered advisors
Carol Ann Powell
COLD SPRING, New York
James Bell Cunningham
COLD SPRING, New York
Tamar Cunningham Stubbs
COLD SPRING, New York
T. Jefferson Coleman Cunningham
COLD SPRING, New York
05

Office Locations

COLD SPRING, New York
4 advisors

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Data sourced from SEC Form ADV filings. MAGNOLIA CAPITAL MANAGEMENT, LTD. (CRD# 119597) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.