# THREE MAGNOLIAS FINANCIAL ADVISORS, LLC

THREE MAGNOLIAS FINANCIAL ADVISORS, LLC of WINSTON SALEM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 114471
- Type: SEC-registered investment adviser
- SEC file number: 801-60460
- Location: 110 OAKWOOD DRIVE, SUITE 480, WINSTON SALEM, NC, 27103
- Phone: 336-701-1600
- Latest filing: 2026-03-30
- Regulatory AUM: $487.1M
- Discretionary AUM: $449.3M
- Non-discretionary AUM: $37.7M
- Clients: 7
- Accounts: 1,632

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Wingler Johnson | MEMBER | — |
| Wesley Robert Reed | CHIEF COMPLIANCE OFFICER | — |
| HUNT JOHN KENNETH | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| COLLINS JAMES ALBERT | VICE PRESIDENT | — |
| JOHNSON JENNIFER WINGLER | MEMBER; MEMBER\\CHIEF COMPLIANCE OFFICER | — |
| BURNS JEFFREY MICHAEL | MEMBER | — |
| REED ROBERT | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-12-01 | regulatory | MR. HOLMES SIGNED AN ACCEPTANCE, WAIVER, AND CONSENT (AWC) ON NOVEMBER 25, 2025. THE AWC NOTED HE RECOMMENDED OPTIONS TRANSACTIONS TO A CUSTOMER WITHOUT HAVING A REASONABLE BASIS TO CONCLUDE THAT THE TRANSACTIONS WOULD BE IN THE CUSTOMER'S BEST INTEREST OR SUITABLE. ALSO, IN THE AWC WERE STATEMENTS… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114471/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114471/similar
- Related entities: https://search.stillhousedata.com/firm/114471/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114471

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.