CRD: 306444
Southern Magnolia Investment Management LLC
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2020
- Office Locations
- 1
Office Locations
About Southern Magnolia Investment Management LLC
Southern Magnolia Investment Management is a founder-led RIA in Port St. Lucie, Florida serving entrepreneurs and other retail/institutional clients with financial planning (tax, estate, insurance, charitable) alongside portfolio management focused on asset allocation using ETFs and mutual funds, with optional alternatives/hedge funds. Custody relationships include Charles Schwab and Morgan Stanley.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SAMUEL ALLEN BRUNING
Advisor, Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #3205959
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,478,578 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,478,578 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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