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| Keyboard |
| Magnolia Financial Planning Services Inc
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|---|---|
| CRD # | 135759 |
| SEC # | 801-114454 |
| CIK # | |
| AUM | 225.7 M (2026-03-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 864-886-9766 |
| Address | 414 Old Clemson Highway Seneca, SC 29672 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/24/2026) [Brochure] |
|---|
Item 7. Types of Clients
Magnolia provides investment advice to individuals, trusts, and company retirement plans. The
4858-6213-0861.2
required minimum investment is $250,000. Magnolia also manages a private fund. |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Veridos Income Stability Fund LP | [2024-03-15] | 33.3 M | 8.8 M |
| Filed 2025-09-12 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Veridos Biozest Fund | 2021-03-19 | ||
| HF | Veridos Income Stability Fund | 2020-01-22 | ||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 49.1 |
| (b) Individuals (high net worth individuals) | 88 | 160.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 16.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 278 | 225.7 |
| By Discretionary | ||
| Discretionary | 278 | 225.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 278 | 225.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.7 | |
| Total | 278 | 225.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Veridos Capital LLC | Executive Officer | 3 | 2 | |
| Veridos Advisors LLC | Director | 3 | 2 | |
| Robby Bryant | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Fund Types | Hedge Fund |
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