RIA Intel›Advisers›North Carolina›THREE MAGNOLIAS FINANCIAL ADVISORS, LLC

THREE MAGNOLIAS FINANCIAL ADVISORS, LLC

Advisory

N·WINSTON SALEM, NC

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM
$414M
1-Year AUM Growth
+13.7%
3-Year CAGR
+6.4%
Employees
5
Assets Under Management
Total AUM$414M
Discretionary AUM$371M
Non-Discretionary AUM$43M
Discretionary %89.6%
Total Clients609
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)-25.0%
Filing History
Total Filings on Record43
First FilingAug 1, 2001
Latest FilingFeb 27, 2026
🔒 Full AUM trend chart and 43 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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