Magnolia Capital Management

Overview

Magnolia Capital Management is an independent, privately owned registered investment adviser that has operated since 2006. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its compensation model combines asset-based fees with hourly and fixed-fee engagements, allowing flexibility for planning work or non-discretionary mandates. Magnolia positions itself as an equity-oriented manager: its reported preference is equities and exchange-traded products. The firm is not an ESG-focused investor and does not operate as a capital allocator or pension consultant. Magnolia lists professional relationships with other investment advisers, accountants, and law firms as part of its referral and service network.

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Public Holdings

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Location & Offices