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Thomas Jefferson Cunningham

Investment adviser representative at Magnolia Capital Management
23 yearsExperience
1 stateRegistered in
$227.7MFirm assets
20 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

Experience

23 years in the industry.

  1. Magnolia Capital Management, Ltd.Jan 2002 to now
  2. Frances Valentine, LLCApr 2024 to Jun 2025
  3. Dormify, Inc.Apr 2023 to Apr 2024
  4. Devlin Hair ProductionsJan 2023 to Mar 2023
  5. Rtm Business Group, LLCMay 2020 to Dec 2022
  6. Streetwise Brand Development, LLCJan 2020 to Apr 2020
  7. Firehouse Productions, Inc.May 2016 to Dec 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

Magnolia Capital Management

Legal name: Magnolia Capital Management, Ltd.

$227.7MAssets managed
61Clients
3Advisers
20 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
4516341
Firm CRD
119597
Advisor's SEC record (opens in a new tab)
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