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MAGNOLIA CAPITAL ADVISORS LLC, CRD 298398
RIDGELAND, MS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ALLAN THOMAS PICKLE | n/a | Pensacola, FL | RIDGELAND, MS | 7 | 26 | 3 | no |
| STEPHEN M GRINER | n/a | RIDGELAND, MS | 7 | 25 | 4 | no |
| CHARLES FULLER MARION | n/a | RIDGELAND, MS | 7 | 20 | 2 | no |
| VAIDEN ARTHUR CLARK | n/a | RIDGELAND, MS | 7 | 13 | 1 | yes |
| PAMELA JO FRANKLIN | n/a | RIDGELAND, MS | Pensacola, FL | 6 | 19 | 2 | no |
| EDWARD JOSHUA HARTLEY | Certified Financial Planner | Columbus, MS | RIDGELAND, MS | 5 | 20 | 2 | no |
| WILLIAM BRUCE TRUSTY | n/a | RIDGELAND, MS | 5 | 40 | 2 | yes |
| TARA CELESTE MAY | n/a | RIDGELAND, MS | 5 | 12 | 2 | no |
| James Henry Stevens | n/a | RIDGELAND, MS | 3 | 36 | 2 | no |
| John Woodliff Heidelberg | n/a | RIDGELAND, MS | 3 | 13 | 3 | no |
| PAUL FREDERICK MCNEILL | n/a | RIDGELAND, MS | 3 | 35 | 1 | no |
| COURTNEY Dawson WOOD | Certified Financial Planner | RIDGELAND, MS | Ridgeland, MS | 2 | 11 | 1 | no |
| PAUL KELLY LOYACONO | n/a | RIDGELAND, MS | 0 | 21 | 4 | no |
| Courtney Franklin Lankford | n/a | Birmingham, AL | RIDGELAND, MS | 0 | 10 | n/a | no |
| HUGH MILLER ARANT | Chartered Financial Consultant | GREENWOOD, MS | RIDGELAND, MS | 0 | 19 | 3 | no |
| Joanna Ayers Greene | n/a | RIDGELAND, MS | 0 | 12 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARK, VAIDEN, ARTHUR | MANAGING DIRECTOR | C | yes | 08/2018 | Mar 9, 2026 | Mar 9, 2026 |
| GRINER, STEPHEN, M | MANAGING DIRECTOR | C | yes | 08/2018 | Mar 9, 2026 | Mar 9, 2026 |
| MARION, CHARLES, FULLER | MANAGING DIRECTOR | B | yes | 08/2018 | Mar 9, 2026 | Mar 9, 2026 |
| MAY, TARA, CELESTE | President | Na | yes | 05/2022 | Mar 29, 2024 | Sep 23, 2024 |
| HIGGINS, ROSEANN | CHIEF COMPLIANCE OFFICER | Na | no | 03/2026 | Mar 9, 2026 | Mar 9, 2026 |
| JOHNSON, TORIAN | CHIEF COMPLIANCE OFFICER | Na | no | 03/2024 | Mar 29, 2024 | Sep 23, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| OCEAN SPRINGS | Ms | United States | 2 | no |
| Ridgeland | Ms | United States | 2 | no |
| n/a | n/a | n/a | 2 | no |
| Birmingham | Al | United States | 1 | no |
| Columbus | Ms | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 9, 2026 | $1.7B | $1.0B | 18 | 13 | 3 | n/a | n/a |
| 2024 | Apr 1, 2025 | $1.5B | $936M | 18 | 13 | 6 | n/a | n/a |
| 2023 | Mar 29, 2024 | $1.1B | $674M | 18 | 13 | 5 | n/a | n/a |
| 2022 | Mar 27, 2023 | $884M | $542M | 13 | 10 | 3 | n/a | n/a |
| 2021 | Feb 18, 2022 | $1.1B | $774M | 14 | 11 | 3 | n/a | n/a |
| 2020 | Feb 23, 2021 | $752M | $432M | 9 | 6 | 2 | n/a | n/a |
| 2019 | Jan 10, 2020 | $326M | $296M | 7 | 7 | 1 | n/a | n/a |
| 2018 | Jan 31, 2019 | $461M | $260M | 7 | 5 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 6.3% | 1 | 0 | 0 | 5 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | $1.5B | 14.1% | $884M | 24.1% | 18 | 18 | 3 | 6 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 2 | Apr 5, 2021 | Sep 30, 2022 | JACKSON, MS | Team lift out | Ibd to RIA | 0.1% |
| RAYMOND JAMES & ASSOCIATES, INC. | 3 | Oct 1, 2018 | Oct 5, 2018 | JACKSON, MS | Team lift out | Ibd to new firm | 0.1% |