Magnolia Wealth Management LLC
Firm details
- Headquarters
- Dothan, Alabama
- CRD number
- 297598
- Registered since
- November 8, 2021
- Website
- www.magnoliawm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.56%
- Individuals36.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Magnolia Wealth Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owned by an individual and focuses on serving individual and family clients through fee-based arrangements that include a percentage of assets under management and hourly charges. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Magnolia identifies as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents2%
- Other2%
Contacts
2 of 2
Edwin Cox
PresidentCRD 4750618
Robert Ryals
Wealth ManagementCRD 7504709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$187M in ETFs
71%
$132M
29%
$54.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $68.4M | 182,786 | 36.65% |
Location
Dothan, AL
Houston
Location
Dothan, AL
Headquartered in Dothan, AL, anchoring the Dothan-Ozark, AL metro in the South.
- Metro area
- Dothan-Ozark, AL
- Region
- South
- County
- Houston
- Address
- 1535 Honeysuckle Rd
- Time zone
- CT (UTC-6)
- Office locations
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