Magnolia Capital Asset Management LLC

Overview

Magnolia Capital Asset Management LLC is a small, individually owned wealth advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and can also use performance-based fee arrangements, and it operates primarily as a non-discretionary adviser — clients retain final trading authority. Magnolia is not structured as a multi-state adviser, does not act as a formal capital allocator, and does not identify as an ESG-focused manager. Investment activity centers on liquid public vehicles, with mutual funds and public funds making up the bulk of portfolios, while the firm maintains the ability to access third-party alternative managers when appropriate. Given the firm’s size and single-client footprint, its approach appears tailored and relationship-driven rather than scale-oriented.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices