CRD: 119597
Magnolia Capital Management
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- Custodian
- BNY Mellon ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2002
- Office Locations
- 1
Office Locations
About Magnolia Capital Management
Magnolia Capital Management is a boutique RIA in Cold Spring, NY serving retail and institutional clients, including entrepreneurs. The firm provides asset management and financial/estate planning, portfolio construction, insurance and retirement plan guidance. Portfolios are built primarily with ETFs and complemented by fixed income (munis and U.S. government/IG corporates); custodians include Fidelity/NFS and BNY Mellon.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
T. JEFFERSON COLEMAN CUNNINGHAM III
Chairman, Chief Executive Officer, President
- CRD
- #4516310
- Ownership
- 25% but less than 50%
FREDERICK CARTER TWICHELL
--
- CRD
- --
- Ownership
- 5% but less than 10%
Horizon radial
Value legacy
- CRD
- #93014
- Ownership
- 40.6%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,507,960 | $2,450,716 |
| Non-Discretionary | $29,169,170 | $3,241,019 |
| Total | $227,677,130 | $2,529,746 |
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Separately Managed Accounts
Total SMA Asset: $227,677,130
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,560,009,690 | 29.0% |
| Cash | $2,480,561,114 | 28.1% |
| Municipal Bonds | $1,739,041,066 | 19.7% |
| Corporate - Investment Grade | $1,271,177,226 | 14.4% |
| U.S. Government/Agency | $776,830,526 | 8.8% |
| Total | $8,827,619,622 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL BEACON | ALPHA SUMMIT | JBWI9L377 | IRCFT | 7.18% | $9,320,607 |
| VALUE LEGACY VALUE | RADIAL CREST | O84G03UM7 | FLN | 2.96% | $79,294,594 |
| LEGACY PIONEER TIMBER | ALPHA FUSION | OSFRE228L | PMCUI | 5.91% | $26,502,536 |
| FOUNDATION CREST | MATRIX FOUNDATION | AUHFT6WQP | FZJ | 3.27% | $63,695,133 |
| VECTOR RADIAL | PRIME FOCUS | MU7OHG2AT | TJQN | 6.88% | $66,616,168 |
| SUMMIT VECTOR ALPHA | CAPITAL QUANTUM | NI84MXTEC | SLUNW | 9.06% | $72,820,894 |
| INSIGHT VITAL QUANTUM | OPTIMA RADIAL | SYJKZL3OD | SYKKX | 8.44% | $44,461,160 |
| DELTA MERIDIAN | PATHWAY MERIDIAN | GLDLTTK1C | LKOSH | 6.42% | $94,507,904 |