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| Three Magnolias Financial Advisors LLC
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|---|---|
| CRD # | 114471 |
| SEC # | 801-60460 |
| CIK # | 0002056795 |
| AUM | 487.1 M (2026-03-30) |
| Employees | 7 (71% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 336-701-1600 |
| Address | 110 Oakwood Drive Winston Salem, NC 27103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 4.6 | |
| Nvidia Corp | 4.4 | |
| Palantir Technologies Inc | 3.8 | |
| Amazon Com Inc | 2.9 | |
| Microsoft Corp | 2.8 | |
| Alphabet Inc | 2.0 | |
| Amerisourcebergen Corp | 1.9 | |
| Johnson & Johnson | 1.8 | |
| J P Morgan Chase & Co | 1.3 | |
| Duke Energy Corp | 1.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 110.2 |
| (b) Individuals (high net worth individuals) | 455 | 349.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 27.8 |
| (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 | 1,632 | 487.1 |
| By Discretionary | ||
| Discretionary | 1,610 | 449.3 |
| Non-Discretionary | 22 | 37.7 |
| Total | 1,632 | 487.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.1 | |
| Total | 1,632 | 487.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056795] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Acorn Creek Capital LLC
✚
|
CO | 488.7 M |
|
Register Financial Advisors LLC
✚
|
GA | 488.5 M |
|
Objectivity Squared LLC
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|
SC | 487.8 M |
|
44 Wealth Management LLC
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|
OR | 487.4 M |
|
Brown Lisle/Cummings Inc
✚
|
RI | 487.3 M |
|
Argent Wealth LLC
✚
|
MS | 487.3 M |
|
Bell & Brown Wealth Advisors LLC
✚
|
CA | 486.8 M |
|
Ballina Capital LLC
✚
|
486.3 M | |
|
The Pines Wealth Management LLC
✚
|
NC | 485.9 M |
|
NWK Group Inc
✚
|
CA | 485.3 M |