Three Magnolias Financial Advisors
Three Magnolias Financial Advisors is an SEC-registered mass-market adviser in Winston Salem, NC with $487.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Three Magnolias Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114471, SEC 801-60460, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $487.1M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Winston Salem, NC
- Employees
- 7
- Clients
- 618
- CRD
- 114471
- Ownership
- HUNT, JOHN, KENNETH; COLLINS, JAMES, ALBERT; JOHNSON, JENNIFER, WINGLER; REED, WESLEY, ROBERT; BURNS, JEFFREY, MICHAEL
How much AUM does Three Magnolias Financial Advisors have?
Three Magnolias Financial Advisors reported $487.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Three Magnolias Financial Advisors?
Disclosed owners and executives of Three Magnolias Financial Advisors include HUNT, JOHN, KENNETH, COLLINS, JAMES, ALBERT, JOHNSON, JENNIFER, WINGLER, REED, WESLEY, ROBERT, BURNS, JEFFREY, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.