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SOUTHERN MAGNOLIA INVESTMENT MANAGEMENT LLC

Advisory

FL

Data as of Feb 7, 2025 · Source: SEC Form ADV

Rank in FL
#2,072
of 2,610 advisers by AUM
Average account
$89K
across 173 accounts
AUM per adviser
$15M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 7, 2025.

Total AUM
$15M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients86
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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