{"url":"https://nivawealth.com/firms/magnolia-capital-advisors-298398","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/298398","regulatoryAum":1691479335,"crd":"298398","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5157252","suffix":"III","lastName":"ARANT","firstName":"HUGH","middleName":"MILLER"},{"crd":"6251388","suffix":null,"lastName":"CLARK","firstName":"VAIDEN","middleName":"ARTHUR"},{"crd":"5333319","suffix":null,"lastName":"FRANKLIN","firstName":"PAMELA","middleName":"JO"},{"crd":"7319191","suffix":null,"lastName":"Greene","firstName":"Joanna","middleName":"Ayers"},{"crd":"4376876","suffix":null,"lastName":"GRINER","firstName":"STEPHEN","middleName":"M"},{"crd":"4934529","suffix":null,"lastName":"HARTLEY","firstName":"EDWARD","middleName":"JOSHUA"},{"crd":"6821797","suffix":null,"lastName":"Heidelberg","firstName":"John","middleName":"Woodliff"},{"crd":"8197230","suffix":null,"lastName":"Lankford","firstName":"Courtney","middleName":"Franklin"},{"crd":"4879059","suffix":"JR","lastName":"LOYACONO","firstName":"PAUL","middleName":"KELLY"},{"crd":"5069281","suffix":"JR","lastName":"MARION","firstName":"CHARLES","middleName":"FULLER"},{"crd":"6757847","suffix":null,"lastName":"MAY","firstName":"TARA","middleName":"CELESTE"},{"crd":"2133713","suffix":null,"lastName":"MCNEILL","firstName":"PAUL","middleName":"FREDERICK"},{"crd":"3267552","suffix":null,"lastName":"PICKLE","firstName":"ALLAN","middleName":"THOMAS"},{"crd":"1652071","suffix":null,"lastName":"Stevens","firstName":"James","middleName":"Henry"},{"crd":"1471382","suffix":null,"lastName":"TRUSTY","firstName":"WILLIAM","middleName":"BRUCE"},{"crd":"6453768","suffix":null,"lastName":"WOOD","firstName":"COURTNEY","middleName":"Dawson"}],"total":16,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-19","regulatoryAum":1039310055,"clients":984,"employees":14,"offices":4},{"filedOn":"2022-06-30","regulatoryAum":1130198212,"clients":973,"employees":13,"offices":4},{"filedOn":"2023-06-07","regulatoryAum":884246588,"clients":891,"employees":13,"offices":4},{"filedOn":"2024-03-29","regulatoryAum":1148400486,"clients":3007,"employees":18,"offices":6},{"filedOn":"2025-04-01","regulatoryAum":1482714109,"clients":3690,"employees":18,"offices":7},{"filedOn":"2026-03-09","regulatoryAum":1691479335,"clients":1566,"employees":18,"offices":4}],"secFileNumber":"801-114023","legalName":"Magnolia Capital Advisors LLC","displayName":"Magnolia Capital Advisors","slug":"magnolia-capital-advisors-298398","website":"https://milestoneig.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1076 Highland Colony Parkway, Suite 291","city":"Ridgeland","state":"MS","stateName":"Mississippi","country":"United States","postalCode":"39157"},"tradeNames":["Mag Cap","Mag Cap Advisors","Milestone Investment Group"],"registration":{"secApproved":"21 September 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":647035.0967292972,"staff":{"employees":18,"advisory":13,"brokerDealerReps":4,"insuranceAgents":13,"promoters":1},"aum":{"regulatory":1691479335,"discretionary":1040204931,"discretionaryAccounts":3810,"nonDiscretionary":651274404,"nonDiscretionaryAccounts":514,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1201,"regulatoryAum":412605992},{"label":"High-net-worth individuals","clients":236,"regulatoryAum":517183442},{"label":"Banking or thrift institutions","clients":1,"fewerThan5":true,"regulatoryAum":95166684},{"label":"Pension and profit-sharing plans","clients":80,"regulatoryAum":555180715},{"label":"Charitable organizations","clients":8,"regulatoryAum":5853331},{"label":"Corporations and other businesses","clients":40,"regulatoryAum":105489171}],"feePrograms":[{"role":"main","program":"Percentage of assets under management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015614","versionId":1015614,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-06","documentName":"MAG CAP ADV PART 2A 03-06-2026","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Financial Consulting","summary":"Financial planning is a flat or hourly fee per engagement, generally $2,500 to $25,000, negotiable. 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They include 1,201 individual clients, 236 high-net-worth individuals, and 80 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Magnolia Capital Advisors offer?","answer":"Magnolia Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Magnolia Capital Advisors charge?","answer":"Magnolia Capital Advisors charges up to 2.00% a year for its Percentage of assets under management. The fee is billed in advance and is negotiable.","source":"MAG CAP ADV PART 2A 03-06-2026, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Magnolia Capital Advisors use?","answer":"Magnolia Capital Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $820M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Magnolia Capital Advisors have?","answer":"Magnolia Capital Advisors has 15 investment adviser representatives registered with state securities authorities, out of 18 employees, and 13 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Magnolia Capital Advisors invest in?","answer":"At the end of its last fiscal year, Magnolia Capital Advisors’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 7% non-exchange-traded equities, 7% cash and equivalents, 6% state and local bonds, 5% other, 3% U.S. government and agency bonds, 3% pooled vehicles (private funds and similar) and 1% high-yield corporate bonds. The 5% other category is described as: Fixed Income Products - Unclassified.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Magnolia Capital Advisors?","answer":"Magnolia Capital Advisors’ direct owners are Stephen Griner, Charles Marion and Vaiden Clark, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Magnolia Capital Advisors get paid?","answer":"Magnolia Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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