Magnolia Capital Advisors Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.0B
- Clients
- 1,566
- Avg AUM / client
- $1.1M
- Accounts
- 4,324
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,201 | $413M | 24.4% |
| High net worth individuals | 236 | $517M | 30.6% |
| Banking or thrift institutions | 1 | $95.2M | 5.63% |
| Pension and profit sharing plans | 80 | $555M | 32.8% |
| Charitable organizations | 8 | $5.9M | 0.35% |
| Corporations and other businesses | 40 | $105M | 6.24% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Fuller Marion | Managing Director | Aug 2018 (8y) | 10% – 25% | |
| Stephen M Griner | Managing Director | Aug 2018 (8y) | 25% – 50% | |
| Vaiden Arthur Clark | Managing Director | Aug 2018 (8y) | 25% – 50% | |
| Tara Celeste May | President | May 2021 (5y) | Less than 5% | |
| Torian Johnson | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Allan Thomas Pickle | Registered representative | Oct 2018 (8y) | ||
| Pamela Jo Franklin | Registered representative | Nov 2019 (7y) | ||
| Edward Joshua Hartley | Registered representative | CFP | Oct 2020 (6y) | |
| William Bruce Trusty | Registered representative | Apr 2021 (5y) | ||
| James Henry Stevens | Registered representative | Sep 2022 (4y) | ||
| John Woodliff Heidelberg | Registered representative | Jan 2023 (4y) | ||
| Paul Frederick Mcneill | Registered representative | Jul 2023 (3y) | ||
| Courtney Dawson Wood | Registered representative | CFP | Feb 2024 (2y) | |
| Paul Kelly Loyacono | Registered representative | Dec 2025 (1y) | ||
| Courtney Franklin Lankford | Registered representative | Dec 2025 (1y) | ||
| Hugh Miller Arant | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (12)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan For Employees Of Pearl River Valley Electric Power Association | Pearl River Valley Electric Power Association | 118 | $60.9M | 09/01/2024 |
| Msabc Multiple Employer 401(k) Plan | Mississippi Associated Builders & Contractors, Inc. | 655 | $10.2M | 01/01/2024 |
| Citizens Bank, Columbia, Mississippi 401(k)savings Plan | Citizens Bank | 114 | $17.0M | 01/01/2024 |
| Jackson Healthcare For Women, P.A. Profit Sharing Plan | Jackson Healthcare For Women, P.A. | 66 | $42.2M | 01/01/2024 |
| De Beukelaer Corporation 401(k) Retirement Plan | Dbc Corporation Dba De Beukelaer Corporation | 124 | $1.2M | 01/01/2024 |
| Pearl River Valley Electric Power Association 401(k) Retirement Savings Plan | Pearl River Valley Electric Power Association | 128 | $41.0M | 01/01/2024 |
| Canopy Children's Solutions Retirement Plan | Mississippi Children's Home Services, Inc. Dba Canopy Childr | 592 | $14.1M | 01/01/2024 |
| Waring Oil Company, Llc Retirement Savings Plan | Waring Oil Company, Llc | 150 | $16.7M | 01/01/2024 |
| Wade Incorporated 401(k) Salary Savings Plan | Wade, Incorporated | 236 | $29.8M | 01/01/2024 |
| Us Orthopaedic Partners 401(k) Plan | Usop, Llc | 1,590 | $103M | 01/01/2024 |
| Steel Dust Recycling, Llc 401(k) Plan | Steel Dust Recycling, Llc | 138 | $5.8M | 01/01/2024 |
| Women's Health Mississippi, Llc 401(k) Plan | Women's Health Mississippi, Llc | 187 | $60.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $820M (48% of AUM) Mar 2026
- TradePMR $199M (18% of AUM) Sep 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗