Magnolia Capital Management

Magnolia Capital Management (CRD# 119597) is a financial advisory firm headquartered in Cold Spring, NY. They manage $202,017,680 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
55 Chestnut Street, Suite 5, Cold Spring, NY 10516
http://www.magnoliacapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $2,269,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Magnolia Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
T. Jefferson Cunningham, financial advisor Cold Spring NY
T. Jefferson C. Cunningham
CRD#: 4516310
55 Chestnut Street, Suite 5, Cold Spring, NY 10516

T. Jefferson Cunningham (CRD# 4516310) is an Investment Advisor Representative working at Magnolia Capital Management in Cold Spring, NY and has over 20 years of experience in the finance industry.

2
Carol Powell, financial advisor Cold Spring NY
Carol A. Powell
CRD#: 2125134
55 Chestnut Street, Suite 5, Cold Spring, NY 10516

Carol Powell (CRD# 2125134) is an Investment Advisor Representative working at Magnolia Capital Management in Cold Spring, NY and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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