$183.3M Total AUM
$183.3M Disc. AUM
16.3% 3Y CAGR
2 Employees
385 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Horizon catalystHorizon
- Established Date
- 08-13-2018
- Office Locations
- 1
Office Locations
1535 Honeysuckle Road Dothan AL
About Magnolia Wealth Management LLC
Magnolia Wealth Management is a Dothan, AL-based RIA focused on helping clients pursue a stress-free retirement through a comprehensive five-pillar planning process, including estate planning and asset protection. Portfolios are largely ETF-based and monitored for risk using Nitrogen (Riskalyze). The firm also hosts community education events and shares retirement guidance via local TV segments and short podcasts.
Team overview
-- AVG AGE
$91.6M AVG AUM / ADVISOR
$476.1K AVG AUM / CLIENT
6.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Client Personas
Oak ridge
Custodian
Beacon crest Oak matrix Radial vertex
Investment Themes
Capital insight Horizon atlas
Investment Vehicles
Vector Legacy
Services
Capital capital Zenith Fusion Pioneer north Foundation Legacy Ember Foundation
Technology
Zenith Quantum
Owner & Executives
E
EDWIN ALAN COX
Chief Compliance Officer, Senior Partner
- CRD
- #4750618
- Ownership
- 75% or more
(965) 499-9799
foundation.prime@bridgecapital.com
in linkedin.com/in/crest-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
R
Robert Forrest Ryals
Financial Advisor
- CRD
- #7504709
(581) 596-6768
prime.north@meridiancapital.com
in linkedin.com/in/alpha-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,287,342 | $199,225 |
| Non-Discretionary | $0 | -- |
| Total | $183,287,342 | $199,225 |
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Separately Managed Accounts
Total SMA Asset: $183,287,342
Equity - Exchange:
29.4% Cash:
36.6% Other:
34.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $488,499,237 | 29.4% |
| Cash | $608,131,703 | 36.6% |
| Other | $564,931,090 | 34.0% |
| Total | $1,661,562,030 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER CREST TIMBER | NORTH MOMENTUM | Q3C534PAS | KEQSV | 5.80% | $28,850,862 |
| ALPHA MATRIX FOCUS | SUMMIT DELTA | M89IWILDH | HYXIM | 5.35% | $59,071,830 |
| UNISON VERTEX RADIAL | VITAL PATHWAY | DBNDENJT3 | MEP | 5.80% | $37,342,499 |
| ELEMENT OAK VITAL | WAVE OPTIMA | AT2LQD08B | MPW | 10.68% | $119,311,229 |
| MOMENTUM FOCUS MATRIX | OAK SIGNAL | 3N68SZNU1 | ZHTF | 9.97% | $40,261,276 |
| OAK UNISON | MERIDIAN UNISON | I6W7PB5TA | UFYQ | 6.83% | $33,742,831 |
| NORTH LEGACY | ALPHA ALPHA | EK3JPRE5L | IHIV | 6.31% | $108,694,504 |
| VITAL ELEMENT | VERTEX FOUNDATION | H6T1FHKOB | BGZY | 10.01% | $16,853,687 |