Magnolia Capital Asset Management LLC

Overview

Magnolia Capital Asset Management LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s stated client focus is individuals and families, with portfolio management services geared toward individual and small-business investors. Its fee model combines a percentage of assets under management with the potential for performance-based fees. Magnolia does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

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Location & Offices