Magnolia Capital Management
Magnolia Capital Management is an SEC-registered ria in Cold Spring, NY with $227.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Magnolia Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119597, SEC 801-65323, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $227.7M (2026-03-23)
- Firm type
- Ria
- Location
- Cold Spring, NY
- Employees
- 4
- Clients
- 61
- CRD
- 119597
- Ownership
- CUNNINGHAM, JAMES, BELL; CUNNINGHAM, T. JEFFERSON, COLEMAN; POWELL, CAROL, ANN; GIFFORD, JOHN, KARL; CUNNINGHAM, THOMAS J., COLEMAN
How much AUM does Magnolia Capital Management have?
Magnolia Capital Management reported $227.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Magnolia Capital Management?
Disclosed owners and executives of Magnolia Capital Management include CUNNINGHAM, JAMES, BELL, CUNNINGHAM, T. JEFFERSON, COLEMAN, POWELL, CAROL, ANN, GIFFORD, JOHN, KARL, CUNNINGHAM, THOMAS J., COLEMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.