SOUTHERN MAGNOLIA INVESTMENT MANAGEMENT LLC

SOUTHERN MAGNOLIA INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser (CRD 306444). Regulatory assets under management: $15.5M.

Registration

• CRD: 306444
• Type: Registered investment adviser
• Phone: 772-521-6799
• Latest filing: 2025-02-07
• Regulatory AUM: $15.5M
• Discretionary AUM: $15.5M
• Clients: 1
• Accounts: 173

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306444 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search