T. Jefferson
Cunningham
Magnolia Capital Management
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About this Advisor
T. Jefferson Cunningham is a financial advisor who works out of Cold Spring, New York with 2 years of industry experience. Cunningham is on the advisory team at Magnolia Capital Management. They have worked at Magnolia Capital Management for the entirety of their career. Cunningham has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in New York. Magnolia Capital Management is a registered investment business that has its headquarters in Cold Spring, NY. It has $192 million in assets between its 93 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 93 customer accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets. Magnolia Capital Management offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on the services offered. However, fees billed by Magnolia Capital Management likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Magnolia Capital Management Brokerage Details
$192,122,584
3
93
$2,065,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
T. Jefferson Cunningham Work History
T. Jefferson has been registered as a financial advisor for 2 years.*
Magnolia Capital Management, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of T. Jefferson Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Magnolia Capital Management
Cold Spring, NY
Cold Spring, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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