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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

THE MAGNOLIA GROUP, LLC

CRD 171102

OMAHA, NE

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:7d7fe3ea-3494-3dfa-9bb1-b94c57f0c57c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 7
On other graphs: 1
Observed: May 27, 2014 to Mar 27, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

The Magnolia Group, LLC

Real estate fund manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.9 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $711MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $711M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $711Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 0
High net worth clients: 0
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $711M
SEC number: 801-79848
CIK: 1618376
CRD: 171102
Filings on the tape: 25
First filed: May 27, 2014
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, NE

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
ADAM KENNETH PETERSON	n/a	OMAHA, NE	0	19	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
MAGNOLIA CAPITAL FUND, LP	Hedge Fund	$696M	May 6, 2024	65	May 27, 2014	reported	021-224755
MAGNOLIA CAPITAL OPPORTUNITY FUND, LP	Hedge Fund	$161M	Feb 22, 2021	2	Mar 29, 2019	dropped	n/a
MAGNOLIA FIXED INCOME FUND, LLC	Liquidity Fund	$120M	Jun 20, 2014	10	May 27, 2014	dropped	n/a
MAGNOLIA CAPITAL PARTNERS, LLC	Hedge Fund	$32.7M	Sep 16, 2014	10	Sep 16, 2014	dropped	n/a
MAGNOLIA REAL ESTATE FUND I, LLC	Real Estate Fund	$8.5M	Nov 20, 2020	10	May 27, 2014	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
PETERSON, ADAM, KENNETH	MANAGING MEMBER	E	yes	04/2014	May 27, 2014	May 6, 2024
WELNER, RYAN, SAMUELS	CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Mar 29, 2019	May 6, 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
BOAM RIA LLC	n/a	Former SEC adviser	$127M	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 27, 2026	$711M	$711M	2	2	0	1	n/a
2024	Mar 27, 2025	$812M	$812M	2	2	0	1	n/a
2023	Mar 6, 2024	$784M	$784M	2	2	0	1	$696M
2022	Mar 24, 2023	$797M	$797M	2	2	0	1	$649M
2021	Mar 29, 2022	$1000M	$1000M	2	2	0	1	$799M
2020	Feb 22, 2021	$1.0B	$982M	2	2	0	2	$762M
2019	Mar 26, 2020	$1.0B	$978M	4	2	0	3	$819M
2018	Mar 29, 2019	$727M	$663M	4	2	0	3	$566M
2017	Mar 28, 2018	$520M	$467M	3	3	0	2	$445M
2016	Mar 29, 2017	$361M	$331M	3	3	n/a	2	$361M
2015	Mar 29, 2016	$233M	$233M	4	3	n/a	2	$233M
2014	Mar 30, 2015	$140M	$140M	4	3	n/a	2	$140M

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	$711M	$812M	-12.5%	$797M	-3.8%	2	2	0	0

Relationships

Affiliated with (2)

→ BOSTON OMAHA ASSET MANAGEMENTRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← BOSTON OMAHA ASSET MANAGEMENTRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Registered with (1)

← ADAM KENNETH PETERSONAdvisorregistration: previous registration
Jun 19, 2014 to Dec 31, 2015factForm ADV

Advises (5)

→ MAGNOLIA CAPITAL FUND, LPPrivate fundHedge Fund, IA
May 27, 2014 to presentfactForm ADV
→ MAGNOLIA CAPITAL OPPORTUNITY FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 29, 2019 to Feb 22, 2021factForm ADV
→ MAGNOLIA REAL ESTATE FUND I, LLCPrivate fundReal Estate Fund, IA, no longer reported
May 27, 2014 to Nov 20, 2020factForm ADV
→ MAGNOLIA CAPITAL PARTNERS, LLCPrivate fundHedge Fund, IA, no longer reported
Sep 16, 2014 to Sep 16, 2014factForm ADV
→ MAGNOLIA FIXED INCOME FUND, LLCPrivate fundLiquidity Fund, IA, no longer reported
May 27, 2014 to Jun 20, 2014factForm ADV

Controls (2)

← PETERSON, ADAM, KENNETHOwnerMANAGING MEMBER, ownership code E, individual
May 27, 2014 to May 6, 2024factForm ADV
← WELNER, RYAN, SAMUELSOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2019 to May 6, 2024factForm ADV

Dated events

Occurred
Apr 19, 2024
Succession filed (Item 4)
The Magnolia Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Regulatory AUM changed
The Magnolia Group, Llc reported RAUM $1.0B, up 42% from $726.6M (2019-03-29 to 2020-03-26)
Form ADVobserved 5 days ago
$303M
Occurred
Mar 29, 2019
Regulatory AUM changed
The Magnolia Group, Llc reported RAUM $726.6M, up 40% from $519.9M (2018-08-07 to 2019-03-29)
Form ADVobserved 5 days ago
$207M
Occurred
Mar 29, 2019
Control person left
Karl Peter Lindmark (Chief Compliance Officer) no longer on Schedule A of The Magnolia Group, Llc (listed 2018-08-07, absent 2019-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Control person joined
Samuels Ryan Welner (Chief Compliance Officer) appeared on Schedule A of The Magnolia Group, Llc
Form ADVobserved 5 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
The Magnolia Group, Llc reported RAUM $519.9M, up 44% from $360.9M (2017-09-28 to 2018-03-28)
Form ADVobserved 5 days ago
$159M
Occurred
May 27, 2014
First Form ADV filing
The Magnolia Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d7fe3ea-3494-3dfa-9bb1-b94c57f0c57c
First observed: May 27, 2014
Last observed: Mar 27, 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.

THE MAGNOLIA GROUP, LLC

CRD 171102

OMAHA, NE

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:7d7fe3ea-3494-3dfa-9bb1-b94c57f0c57c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ADAM KENNETH PETERSON

n/a

OMAHA, NE

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MAGNOLIA CAPITAL FUND, LP

Hedge Fund

$696M

May 6, 2024

May 27, 2014

reported

021-224755

MAGNOLIA CAPITAL OPPORTUNITY FUND, LP

Hedge Fund

$161M

Feb 22, 2021

Mar 29, 2019

dropped

n/a

MAGNOLIA FIXED INCOME FUND, LLC

Liquidity Fund

$120M

Jun 20, 2014

May 27, 2014

dropped

n/a

MAGNOLIA CAPITAL PARTNERS, LLC

Hedge Fund

$32.7M

Sep 16, 2014

dropped

n/a

MAGNOLIA REAL ESTATE FUND I, LLC

Real Estate Fund

$8.5M

Nov 20, 2020

May 27, 2014

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PETERSON, ADAM, KENNETH

MANAGING MEMBER

yes

04/2014

May 27, 2014

May 6, 2024

WELNER, RYAN, SAMUELS

CHIEF COMPLIANCE OFFICER

yes

03/2019

Mar 29, 2019

May 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BOAM RIA LLC

n/a

Former SEC adviser

$127M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$711M

n/a

2024

Mar 27, 2025

$812M

n/a

2023

Mar 6, 2024

$784M

$696M

2022

Mar 24, 2023

$797M

$649M

2021

Mar 29, 2022

$1000M

$799M

2020

Feb 22, 2021

$1.0B

$982M

$762M

2019

Mar 26, 2020

$1.0B

$978M

$819M

2018

Mar 29, 2019

$727M

$663M

$566M

2017

Mar 28, 2018

$520M

$467M

$445M

2016

Mar 29, 2017

$361M

$331M

n/a

$361M

2015

Mar 29, 2016

$233M

n/a

$233M

2014

Mar 30, 2015

$140M

n/a

$140M

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

$711M

$812M

-12.5%

$797M

-3.8%