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MAGNOLIA CAPITAL ADVISORS LLC

Advisory

N·RIDGELAND, MS

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+29.9%

3-Year CAGR

+3.4%

Employees

13

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.0B

Non-Discretionary AUM$651M

Discretionary %61.5%

Total Clients1,396

Team

Total Employees13

Investment Advisers18

Employee Growth (1Y)+30.0%

Filing History

Total Filings on Record29

First FilingAug 22, 2018

Latest FilingMar 6, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MAGNOLIA CAPITAL ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.