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Magnolia Financial Planning Services, Inc.

Magnolia Financial Planning Services, Inc.. CRD 135759

Magnolia Financial Planning Services, Inc. logo

CRD: 135759

Magnolia Financial Planning Services, Inc.

Seneca, SC, 29672
8648869766
www.mfgplanning.com
$225.7M Total AUM
$225.7M Disc. AUM
14.5% 3Y CAGR
4 Employees
278 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
Capital fusionVertex +more
Established Date
03-09-2009
Office Locations
1

Office Locations

414 OLD Clemson Highway Seneca SC

About Magnolia Financial Planning Services, Inc.

Magnolia Financial Group (Magnolia Financial Planning Services, Inc.) is an independent RIA in Seneca, SC focused on relationship-driven, multi-generational financial planning and ongoing monitoring through life transitions. The team supports retirement, tax, estate/legacy and insurance planning alongside discretionary portfolio management, commonly using public funds and ETFs with investment-grade corporate bonds, with custody via Charles Schwab (also Interactive Brokers).

Team overview

60 AVG AGE
$75.2M AVG AUM / ADVISOR
$811.7K AVG AUM / CLIENT
15.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Harbor Catalyst focus Wave meridian

Custodian

Vertex zenith Timber Wave timber Ember value Frontier summit Foundation Quantum

Investment Themes

Matrix element Vital

Investment Vehicles

Element

Platform

Oak

Services

Unison vital Glacier Vertex momentum Delta matrix Pathway radial Vital optima Vertex Meridian oak Foundation wave Pathway alpha

Technology

Fusion oak Focus Radial vital

Owner & Executives

ROBBY THOMAS BRYANT

ROBBY THOMAS BRYANT

Chief Compliance Officer, President

CRD
#2948042
Ownership
50% but less than 75%
(371) 222-4103
legacy.momentum@wavecapital.com
in linkedin.com/in/oak-ridge
J

JASON SIDNEY WHITE

Certified Financial Planner, Vice President

CRD
#5460559
Ownership
50% but less than 75%
(442) 398-7122
radial.atlas@vectorcapital.com
in linkedin.com/in/beacon-legacy

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Contacts

L

LOWELL E MACHER

Investment Advisor Representative

CRD
#2846041
(692) 491-2198
frontier.beacon@oakcapital.com
in linkedin.com/in/horizon-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-15-2022
03-29-2023
07-08-2024
03-28-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $225,662,274 $811,735
Non-Discretionary $0 --
Total $225,662,274 $811,735

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Separately Managed Accounts

Total SMA Asset: $209,385,493

$209.4M Total SMA
Public Funds:
11.9%
Corporate - Investment Grade:
7.1%
Equity - Exchange:
7.7%
Cash:
20.4%
Private Funds:
29.3%
Municipal Bonds:
23.6%
Asset class Assets Assets %
Public Funds $602,704,164 11.9%
Corporate - Investment Grade $359,596,602 7.1%
Equity - Exchange $389,985,048 7.7%
Cash $1,033,207,139 20.4%
Private Funds $1,483,969,077 29.3%
Municipal Bonds $1,195,278,848 23.6%
Total $5,064,740,878 100.0%

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