MAGNOLIA LANE CAPITAL, LLC

RIASEC Registered
Total AUM
$11.6M
Discretionary
$11.6M
100% of AUM
Avg account
$681K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
NEWPORT NEWS, Virginia
CRD number
174638
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Magnolia Lane Capital, LLC is an independent registered investment advisor (RIA) that focuses on providing financial planning services and portfolio management primarily for individuals and families. The firm operates as a limited liability company and is structured to offer personalized investment strategies tailored to the unique needs of its clients. With an emphasis on building long-term relationships, Magnolia Lane Capital aims to guide clients through various financial decisions, ensuring that their investment portfolios align with their financial goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 61%, Other 25%, Cash & Cash Equivalents 14%61%
  • Exchange Traded Equities61%
  • Other25%
  • Cash & Cash Equivalents14%

Contacts

1 of 1
  • LARS LASSEN

    Managing PartnerCRD 4825475

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWPORT NEWS, VA

NEWPORT NEWS CITY

Location

NEWPORT NEWS, VA

Headquartered in NEWPORT NEWS, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
NEWPORT NEWS CITY
Address
705 Mobjack Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth