James Henry Stevens
Investment adviser representative at Mag Cap
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Mag CapSep 2022 to now
- Level Four Advisory ServicesAug 2022 to now
- Magnolia Capital Advisors LLCApr 2021 to now
- Raymond James & Associates, Inc.Feb 2013 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MS).
Mag Cap
Legal name: Magnolia Capital Advisors LLC
$1.7BAssets managed
1,566Clients
16Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1652071
- Firm CRD
- 298398