THREE MAGNOLIAS FINANCIAL ADVISORS, LLC

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THREE MAGNOLIAS FINANCIAL ADVISORS, LLC

UUID1bc734c7-cf39-5b2b-b241-06ad580608db

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	114471	114471	—	1.0
sec_file_number	801-60460	801-60460	—	—

Profile

WebsiteHTTPS://WWW.THREEMAGNOLIASFINANCIALADVISORS.COM

HQ CityWINSTON SALEM

HQ StateNC

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

THREE MAGNOLIAS FINANCIAL ADVISORS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)414,201,000.0
RAUM (discretionary)371,171,224.0
Actionable assets321,320,040.0
Accounts1,471.0

Institutional Clients

Government AUM—
Pension AUM26,751,000.0
Charitable AUM446,000.0
HNW AUM294,123,040.0

As of 2025-03-24 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
JOHNSON, JENNIFER, WINGLER	MEMBER	OFFICER	—	{"filing_id": "2018325", "owner_id": "4707808", "source": "adv_part1", "table": "Schedule_A_B"}
REED, WESLEY, ROBERT	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2018325", "owner_id": "2873119", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/25/2025 05:31:11 PM",
  "filing_id": "2018325",
  "reg_type": "IA"
}
```

THREE MAGNOLIAS FINANCIAL ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1