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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

CRD 135759

SENECA, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5aed85cf-5c06-f8ce-89a6-0c39dfd9ae0d

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2012 to Mar 24, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.07 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $226MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $226M
Private client RAUM: $209MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $75.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 278
Individual clients: 188
High net worth clients: 88
Private funds: 1Schedule D 7.B(1)
SEC number: 801-114454
CRD: 135759
Filings on the tape: 26
First filed: Mar 5, 2012
Latest filed: Mar 24, 2026
Organised: Corporation, SC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBBY THOMAS BRYANT	Certified Financial Planner	SENECA, SC \| TAMARAC, FL	17	29	n/a	no
LOWELL E MACHER	n/a	SENECA, SC	17	30	n/a	no
JASON SIDNEY WHITE	Certified Financial Planner	SENECA, SC	12	21	2	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VERIDOS INCOME STABILITY FUND LP	Hedge Fund	$8.8M	Jul 8, 2024	3	Mar 15, 2024	reported	021-347401
VERIDOS INCOME STABILITY FUND	Hedge Fund	$0	Mar 29, 2023	0	Jan 22, 2020	dropped	n/a
VERIDOS BIOZEST FUND	Hedge Fund	$0	Feb 15, 2022	0	Mar 19, 2021	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRYANT, ROBBY, THOMAS	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	yes	11/1998	Mar 5, 2012	Jul 8, 2024
WHITE, JASON, SIDNEY	VICE-PRESIDENT	D	yes	02/2016	Nov 16, 2018	Jul 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PAYNE, WHITE & SCHMUTZ, CPA PA	n/a	n/a	n/a	N	yes	n/a
VERIDOS CAPITAL LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$226M	$226M	4	3	0	1	n/a
2024	Mar 28, 2025	$192M	$192M	4	3	0	1	n/a
2023	Mar 15, 2024	$174M	$174M	4	3	0	1	$8.8M
2022	Mar 29, 2023	$152M	$152M	4	3	0	1	$0
2021	Feb 15, 2022	$139M	$139M	4	3	0	2	$0
2020	Mar 19, 2021	$139M	$139M	4	3	0	2	$0
2019	Jan 22, 2020	$107M	$107M	4	3	0	1	$0
2018	Feb 6, 2019	$100M	$100M	4	3	0	n/a	n/a
2011	Mar 5, 2012	$54.0M	$54.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$226M	$192M	17.8%	$152M	14.1%	4	4	0	0

Relationships

Advises (3)

→ VERIDOS INCOME STABILITY FUND LPPrivate fundHedge Fund, IA
Mar 15, 2024 to presentfactForm ADV
→ VERIDOS INCOME STABILITY FUNDPrivate fundHedge Fund, IA, no longer reported
Jan 22, 2020 to Mar 29, 2023factForm ADV
→ VERIDOS BIOZEST FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 19, 2021 to Feb 15, 2022factForm ADV

Registered with (3)

← JASON SIDNEY WHITEAdvisorregistration: current employment
Mar 7, 2014 to presentfactForm ADV
← LOWELL E MACHERAdvisorregistration: current employment
May 21, 2009 to presentfactForm ADV
← ROBBY THOMAS BRYANTAdvisorregistration: current employment
Mar 9, 2009 to presentfactForm ADV

Controls (2)

← BRYANT, ROBBY, THOMASOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 5, 2012 to Jul 8, 2024factForm ADV
← WHITE, JASON, SIDNEYOwnerVICE-PRESIDENT, ownership code D, individual
Nov 16, 2018 to Jul 8, 2024factForm ADV

Dated events

Occurred
Nov 16, 2018
First Form ADV filing
Magnolia Financial Planning Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5aed85cf-5c06-f8ce-89a6-0c39dfd9ae0d
First observed: Mar 5, 2012
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

CRD 135759

SENECA, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5aed85cf-5c06-f8ce-89a6-0c39dfd9ae0d

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBBY THOMAS BRYANT

Certified Financial Planner

SENECA, SC | TAMARAC, FL

n/a

LOWELL E MACHER

n/a

SENECA, SC

n/a

JASON SIDNEY WHITE

Certified Financial Planner

SENECA, SC

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VERIDOS INCOME STABILITY FUND LP

Hedge Fund

$8.8M

Jul 8, 2024

Mar 15, 2024

reported

021-347401

VERIDOS INCOME STABILITY FUND

Hedge Fund

Mar 29, 2023

Jan 22, 2020

dropped

n/a

VERIDOS BIOZEST FUND

Hedge Fund

Feb 15, 2022

Mar 19, 2021

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRYANT, ROBBY, THOMAS

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

11/1998

Mar 5, 2012

Jul 8, 2024

WHITE, JASON, SIDNEY

VICE-PRESIDENT

yes

02/2016

Nov 16, 2018

Jul 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PAYNE, WHITE & SCHMUTZ, CPA PA

n/a

yes

n/a

VERIDOS CAPITAL LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$226M

n/a

2024

Mar 28, 2025

$192M

n/a

2023

Mar 15, 2024

$174M

$8.8M

2022

Mar 29, 2023

$152M

2021

Feb 15, 2022

$139M

2020

Mar 19, 2021

$139M

2019

Jan 22, 2020

$107M

2018

Feb 6, 2019

$100M

n/a

2011

Mar 5, 2012

$54.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$226M

$192M

17.8%

$152M

14.1%