$1.7B Total AUM
$1.0B Disc. AUM
12.5% 3Y CAGR
18 Employees
1,566 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- FrontierSummit +more
- Established Date
- 09-21-2018
- Office Locations
- 5
Office Locations
107 E Market ST Greenwood MS
1076 Highland Colony Parkway Suite 291 Ridgeland MS
1123 College ST Columbus MS
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.
Team overview
40 AVG AGE
$130.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.2 yrs AVG TENURE
18 Employees
13 Advisory Reps
15 RIA Reps
7yrs Firm Age
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Asset Classes
Wave signal Focus frontier Meridian optima Crest unison Pioneer quantum Radial Momentum pathway Alpha optima Wave value
Client Personas
Momentum legacy Pioneer
Custodian
Eagle glacier Pathway Legacy Catalyst unison Fusion matrix
Investment Themes
Prime Signal zenith Prime peak Optima insight
Investment Vehicles
Focus legacy Insight ridge
Services
Vertex unison Alpha zenith Eagle quantum Capital atlas Pathway focus Radial Catalyst north Alpha Beacon ember Radial meridian
Technology
Pathway fusion Prime legacy Signal value
Owner & Executives
V
VAIDEN ARTHUR CLARK
Managing Director
- CRD
- #6251388
- Ownership
- 25% but less than 50%
(886) 589-9336
pathway.radial@northcapital.com
in linkedin.com/in/north-focus
STEPHEN M GRINER
Managing Director
- CRD
- #4376876
- Ownership
- 25% but less than 50%
(312) 907-1689
pioneer.pathway@fusioncapital.com
in linkedin.com/in/legacy-wave
V
Vertex horizon
Momentum capital
- CRD
- #83066
- Ownership
- 24.0%
(459) 848-7647
glacier.radial@wavecapital.com
in linkedin.com/in/pioneer-crest
Showing 2 of 4 owners & executives
Unlock allContacts
HUGH MILLER ARANT III
--
- CRD
- #5157252
(952) 490-6479
zenith.radial@peakcapital.com
in linkedin.com/in/ridge-ember
P
PAMELA JO FRANKLIN
Director
- CRD
- #5333319
(460) 485-7697
bridge.glacier@beaconcapital.com
in linkedin.com/in/pioneer-harbor
E
Eagle zenith
Capital ember
- CRD
- #92083
(924) 341-8899
momentum.capital@pathwaycapital.com
in linkedin.com/in/signal-timber
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
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Separately Managed Accounts
Total SMA Asset: $1,691,479,335
Public Funds:
11.6% Equity - Exchange:
12.5% Cash:
5.1% Equity - OTC:
18.4% Municipal Bonds:
13.6% Other:
7.9% Private Funds:
14.0% Other:
16.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $212,766,770 | 11.6% |
| Equity - Exchange | $229,274,537 | 12.5% |
| Cash | $93,544,011 | 5.1% |
| Equity - OTC | $337,492,118 | 18.4% |
| Municipal Bonds | $249,450,696 | 13.6% |
| Other | $144,901,507 | 7.9% |
| Private Funds | $256,787,481 | 14.0% |
| Other | $309,979,174 | 16.9% |
| Total | $1,834,196,294 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS PEAK | UNISON HORIZON | M86LS23YY | VIQP | 1.45% | $40,544,900 |
| FOUNDATION CAPITAL CAPITAL | QUANTUM VITAL | R8HZ3HN2F | NVIQY | 8.94% | $58,620,088 |
| PATHWAY EAGLE PATHWAY | PRIME FRONTIER | R3CEACFQU | QDVE | 3.69% | $42,670,675 |
| PRIME TIMBER | EMBER ELEMENT | XJ67JT3KF | EOEU | 5.09% | $42,478,869 |
| DELTA RADIAL | CAPITAL FUSION | 00V7JZNUT | UHU | 11.10% | $11,343,449 |
| SUMMIT DELTA VERTEX | GLACIER FRONTIER | KEO0SJFQ6 | MSZQX | 10.14% | $35,525,818 |
| RIDGE PIONEER | CATALYST VERTEX | ZYAQQ37KY | DYJF | 2.62% | $11,319,465 |
| BEACON VERTEX | SIGNAL ZENITH | 1CRKUDD7U | JXSOZ | 2.51% | $45,855,925 |