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MAGNOLIA CAPITAL MANAGEMENT
MAGNOLIA CAPITAL MANAGEMENT, LTD.
CRD 119597 · SEC 801-65323
55 CHESTNUT STREET, SUITE 5, COLD SPRING, NY, 10516, United States
Phone
845-809-5259
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.7M
Discretionary AUM
$198.5M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $12.9M |
| High net worth individuals | 27 | $118.8M |
| Charitable organizations | 2 | $10.7M |
| Corporations/business entities | 2 | $85.3M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD