# THE MAGNOLIA GROUP, LLC

THE MAGNOLIA GROUP, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 171102
- Type: SEC-registered investment adviser
- SEC file number: 801-79848
- Location: 1601 DODGE STREET, SUITE 3300, OMAHA, NE, 68102
- Phone: 402-509-8456
- Latest filing: 2026-03-27
- Regulatory AUM: $710.6M
- Discretionary AUM: $710.6M
- Clients: 2
- Accounts: 2

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Adam Kenneth Peterson | MANAGING MEMBER | — |
| Ryan Samuels Welner | CHIEF COMPLIANCE OFFICER | — |
| PETERSON ADAM KENNETH | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LINDMARK PETER KARL | CHIEF COMPLIANCE OFFICER | — |
| WELNER RYAN SAMUELS | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171102/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171102/similar
- Related entities: https://search.stillhousedata.com/firm/171102/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171102

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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.