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MAGNOLIA CAPITAL MANAGEMENT, LTD.

UUID3406a673-b975-5858-abe5-9ee37e2b6faf
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:24:34

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 119597 119597 1.0
sec_file_number 801-65323 801-65323

Profile

WebsiteHTTP://WWW.MAGNOLIACAPITALMANAGEMENT.COM
HQ CityCOLD SPRING
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • MAGNOLIA CAPITAL MANAGEMENT adv_part1

ADV Metrics

Assets & Accounts

  • RAUM (total)218,439,946.0
  • RAUM (discretionary)187,493,615.0
  • Actionable assets205,496,754.0
  • Accounts88.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM9,746,446.0
  • HNW AUM115,567,032.0

As of 2025-07-08 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
CUNNINGHAM, T. JEFFERSON, COLEMAN PRESIDENT,CHAIRMAN, CEO OFFICER
{"filing_id": "2014533", "owner_id": "4516310", "source": "adv_part1", "table": "Schedule_A_B"}
GIFFORD, JOHN, KARL SECRETARY & VICE-CHAIRMAN OFFICER
{"filing_id": "2014533", "owner_id": "4516314", "source": "adv_part1", "table": "Schedule_A_B"}
POWELL, CAROL, ANN TREASURER & DIRECTOR OFFICER
{"filing_id": "2014533", "owner_id": "2125134", "source": "adv_part1", "table": "Schedule_A_B"}
Stubbs, Tamar, Cunningham VICE-PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER OFFICER
{"filing_id": "2014533", "owner_id": "6846417", "source": "adv_part1", "table": "Schedule_A_B"}
VANVOORHIS, IRENE, MARY ASSISTANT SECRETARY, VICE-PRESIDENT OFFICER
{"filing_id": "2014533", "owner_id": "5075287", "source": "adv_part1", "table": "Schedule_A_B"}
CUNNINGHAM, JAMES, BELL DIRECTOR EMPLOYEE
{"filing_id": "2014533", "owner_id": "4516343", "source": "adv_part1", "table": "Schedule_A_B"}
CUNNINGHAM, THOMAS, JEFFERSON DIRECTOR EMPLOYEE
{"filing_id": "2014533", "owner_id": "4516341", "source": "adv_part1", "table": "Schedule_A_B"}
TWICHELL, FREDERICK, CARTER SHAREHOLDER EMPLOYEE
{"filing_id": "2014533", "owner_id": "4516374", "source": "adv_part1", "table": "Schedule_A_B"}
TWICHELL, MARION, CUNNINGHAM SHAREHOLDER EMPLOYEE
{"filing_id": "2014533", "owner_id": "4516357", "source": "adv_part1", "table": "Schedule_A_B"}
VANKLEECK, PETER DIRECTOR EMPLOYEE
{"filing_id": "2014533", "owner_id": "4773803", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

adv_part1