Magnolia Capital Management, Ltd.
- Regulatory AUM
- $228M
- Discretionary
- $199M
- Clients
- 61
- Avg AUM / client
- $3.7M
- Accounts
- 90
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30 | $12.9M | 5.67% |
| High net worth individuals | 27 | $119M | 52.2% |
| Charitable organizations | 2 | $10.7M | 4.68% |
| Corporations and other businesses | 2 | $85.3M | 37.5% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carol Ann Powell | Treasurer & Director | Personal Financial Specialist | Mar 2002 (24y) | Less than 5% |
| Cunningham, James, Bell | Director | Mar 2002 (24y) | Less than 5% | |
| Gifford, John, Karl | Secretary & Vice Chairman | Mar 2002 (24y) | Less than 5% | |
| T. Jefferson Coleman Cunningham | President,Chairman, Ceo | Mar 2002 (24y) | 25% – 50% | |
| Thomas Jefferson Cunningham | Director | Mar 2002 (24y) | Less than 5% | |
| Twichell, Frederick, Carter | Shareholder | Mar 2002 (24y) | 5% – 10% | |
| Twichell, Marion, Cunningham | Shareholder | Mar 2002 (24y) | 5% – 10% | |
| Vankleeck, Peter | Director | Jan 2004 (23y) | Less than 5% | |
| Vanvoorhis, Irene, Mary | Assistant Secretary, Vice President | Dec 2005 (21y) | 5% – 10% | |
| Tamar Cunningham Stubbs | Vice President, Director, Chief Compliance Officer | Aug 2017 (9y) | Less than 5% |
Undisclosed: 0% – 60% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.1 MB | 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
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗