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MAG CAP
Legal name: MAGNOLIA CAPITAL ADVISORS LLC
CRD 298398File 801-114023
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.69B
Top 25% of cohort (national)
Discretionary AUM
$1.04B
Non-discretionary $651.3M
Clients
1,566
4,324 accounts
Employees
18
Top 10% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 21, 2018
- Principal office
- 1076 HIGHLAND COLONY PARKWAY, SUITE 291, RIDGELAND, MS, 39157
- Phone
- 601-362-5872
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.69B
- Discretionary AUM
- $1.04B
- Non-discretionary AUM
- $651.3M
- Discretionary accounts
- 3,810
- Non-discretionary accounts
- 514
- Total accounts
- 4,324
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $105.5M |
| Charitable organizations | 8 | $5.9M |
| High net worth individuals | 236 | $517.2M |
| Banking or thrift institutions | Fewer than 5 | $95.2M |
| Pension and profit sharing plans | 80 | $555.2M |
| Individuals (other than high net worth individuals) | 1,201 | $412.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.