MAGNOLIA CAPITAL ASSET MANAGEMENT LLC

MAGNOLIA CAPITAL ASSET MANAGEMENT LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 323624). Regulatory assets under management: $400K.

Registration

• CRD: 323624
• Type: Registered investment adviser
• Location: 100 SPECTRUM CENTER DRIVE, IRVINE, CA, 92618
• Phone: 949-899-1573
• Latest filing: 2026-01-28
• Regulatory AUM: $400K
• Non-discretionary AUM: $400K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Performance.

Clients served: 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 323624 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search