Southern Magnolia Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 306444
- Website
- www.southernmagnoliaim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals80.32%
- HNWI17.85%
- Charitable Organizations1.2%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Southern Magnolia Investment Management LLC is an independent, owner-operated Registered Investment Advisor organized as an LLC. The firm provides financial planning and discretionary portfolio management for individuals, families and small-business clients, and also serves some institutional relationships. Its fee arrangements combine a percentage-of-assets model with the option for hourly billing. Southern Magnolia is not positioned as a capital allocator and does not identify as an active ESG investor. The firm lists an insurance company among its industry affiliations. Advisory activity centers on tailored planning and portfolio management rather than pension consulting or related-adviser structures.
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 Equities60%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents18%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Samuel Bruning
FounderCRD 3205959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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