This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-21-2018
- Office Locations
- 5
Office Locations
About MAG CAP
MAG CAP is a Mississippi-based RIA serving retail and institutional clients with integrated financial planning and portfolio management, including tax/estate and business-succession planning for business owners and entrepreneurs. The team emphasizes asset allocation and active management using ETFs and mutual funds, with access to alternative investments. Custody/clearing includes Raymond James, and the firm supports advisor affiliation within its platform.
Reported data analysis
What the numbers show
Between December 4, 2025 and March 9, 2026, reported AUM increased 14.1%, from $1.5B to $1.7B.
Across 5 reported observations, AUM increased 49.7% between September 29, 2022 and March 9, 2026, from $1.1B to $1.7B.
Of the latest reported AUM, 61.5% is discretionary and 38.5% is non-discretionary.
The firm reports 13 advisory representatives and 1,566 clients, or 120.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 5 reported office locations and 7 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review MAG CAP's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full MAG CAP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
VAIDEN ARTHUR CLARK
Managing Director
- CRD
- #6251388
- Ownership
- 25% but less than 50%
STEPHEN M GRINER
Managing Director
- CRD
- #4376876
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
HUGH MILLER ARANT III
--
- CRD
- #5157252
PAMELA JO FRANKLIN
Director
- CRD
- #5333319
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,040,204,931 | $273,020 |
| Non-Discretionary | $651,274,404 | $1,267,071 |
| Total | $1,691,479,335 | $391,184 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
MAG CAP has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
MAG CAP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.