Institutional
    SEC Registered

    The Magnolia Group, LLC

    Registered investment advisor · Omaha, Nebraska · CRD #171102

    Assets Under Management
    $711M
    Client Accounts
    2
    Employees
    2
    CRD Number
    171102
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Magnolia Group, LLC

    The Magnolia Group, LLC is an investment advisory firm in Omaha, NE, focusing on value-oriented strategies for long-term capital appreciation. It advises pooled investment vehicles, including a private limited partnership and a single-investor fund.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is The Magnolia Group, LLC's AUM?

    The Magnolia Group, LLC reports approximately $711M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Magnolia Group, LLC headquartered?

    The Magnolia Group, LLC is headquartered in Omaha, Nebraska.

    What is The Magnolia Group, LLC's CRD number?

    The Magnolia Group, LLC's CRD number is 171102. 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 The Magnolia Group, LLC manage?

    The Magnolia Group, LLC manages approximately 2 client accounts according to its latest SEC filing.

    Is The Magnolia Group, LLC SEC registered?

    Yes, The Magnolia Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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