Data / Investment advisers / Mississippi / Mag Cap
Mag Cap, Ridgeland, MS: $1.7 billion AUM, SEC registered investment adviser
Mag Cap is an SEC registered investment adviser with its main office in Ridgeland, Mississippi and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 9, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 298398
- SEC file number
- 801-114023
- SEC status
- Approved, effective September 21, 2018
- Legal name
- Magnolia Capital Advisors LLC
- Main office
- 1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157
- Phone
- (601) 362-5872
- Regulatory AUM
- $1,691,479,335 in the Form ADV filed March 9, 2026
- Discretionary AUM
- $1,040,204,931
- Non discretionary AUM
- $651,274,404
- Accounts
- 4,324
- Employees
- 18, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 80 | $555.2 million |
| High net worth individuals | 236 | $517.2 million |
| Individuals (other than high net worth individuals) | 1,201 | $412.6 million |
| Corporations or other businesses | 40 | $105.5 million |
| Banking or thrift institutions | 1 | $95.2 million |
| Charitable organizations | 8 | $5.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.69 billion | March 9, 2026 |
| December 1, 2025 | $1.48 billion | April 1, 2025 |
Other advisers in Ridgeland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Smith Shellnut Wilson | Ridgeland | $6.92 billion | Not listed | adviserinfo.sec.gov |
| The Molpus Woodlands Group, LLC | Ridgeland | $1.83 billion | 9 | adviserinfo.sec.gov |
| Element Wealth, LLC | Ridgeland | $743.7 million | Not listed | adviserinfo.sec.gov |
| Argent Wealth, LLC | Ridgeland | $487.3 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | $458.6 million | Not listed | adviserinfo.sec.gov |
| New Perspectives, Inc. | Ridgeland | $308.7 million | Not listed | adviserinfo.sec.gov |
| Easley Investment Consultants, Inc. | Ridgeland | $223.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ridgeland, MS
- Investment advisers in Mississippi
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Mag Cap on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.