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THREE MAGNOLIAS FINANCIAL ADVISORS
Legal name: THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471File 801-60460
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$487.1M
Above cohort median (national)
Discretionary AUM
$449.3M
Non-discretionary $37.7M
Clients
618
1,632 accounts
Employees
7
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 30, 2001
- Principal office
- 110 OAKWOOD DRIVE, SUITE 480, WINSTON SALEM, NC, 27103
- Phone
- 336-701-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $487.1M
- Discretionary AUM
- $449.3M
- Non-discretionary AUM
- $37.7M
- Discretionary accounts
- 1,610
- Non-discretionary accounts
- 22
- Total accounts
- 1,632
- AUM per client
- $788K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 455 | $349.0M |
| Pension and profit sharing plans | 19 | $27.8M |
| Individuals (other than high net worth individuals) | 144 | $110.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.