Magnolia Capital Advisors is an investment advisor in Jackson with $884.25 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831488684
SEC advisor number
801-114023
FINRA CRD number
298398
AUM ?
$884.25 mm
(as of 5 May 23)
Accounts
2,886
(as of 5 May 23)
Employees
13
(10 investment advisory or research)
Address
Magnolia Capital Advisors
4500 I-55 NORTH
SUITE 291
JACKSON
MS 39211
4500 I-55 NORTH
SUITE 291
JACKSON
MS 39211
Office hours
Monday - Friday, 8:00AM-5:00PM
Phone
601-362-4737
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Griner, Stephen, M | Managing Director | 08/2018 | 25-50% |
Clark, Vaiden, Arthur | Managing Director | 08/2018 | 25-50% |
Marion, Charles, Fuller | Managing Director | 08/2018 | 10-25% |
Kerney, Thomas, Dekari | Chief Compliance Officer | 09/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Aug 24
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22