Mag Cap
Registered investment advisor · Ridgeland, Mississippi · CRD #298398
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Mag Cap
Magnolia Capital Advisors, founded in 2018, offers portfolio management, financial planning, and consulting services, focusing on private equity and retirement planning. The firm emphasizes personalized investment strategies based on client goals and risk tolerances.
Fee Structure
Frequently Asked Questions
What is Mag Cap's AUM?
Mag Cap reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Mag Cap headquartered?
Mag Cap is headquartered in Ridgeland, Mississippi.
What is Mag Cap's CRD number?
Mag Cap's CRD number is 298398. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Mag Cap manage?
Mag Cap manages approximately 4,324 client accounts according to its latest SEC filing.
Is Mag Cap SEC registered?
Yes, Mag Cap is registered with the SEC as an investment adviser with an approved registration status.
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