THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
Legal name: THREE MAGNOLIAS FINANCIAL ADVISORS
CRD #114471 SEC #801-60460 WINSTON SALEM, NC 336-701-1600
SEC Registered
Total AUM
$414.2M
Discretionary
$371.2M
Employees
7
Clients
1
Accounts
1,471
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $414.2M | $371.2M | $43M | 7 | 0 |
| Mar 2025 | $414.2M | $371.2M | $43M | 6 | 0 |
| Mar 2024 | $307.2M | $273.1M | $34.1M | 5 | 0 |
| Nov 2023 | $270.2M | $222.3M | $47.9M | 6 | 0 |
| Nov 2023 | $270.2M | $222.3M | $47.9M | 6 | 0 |
| Mar 2023 | $270.2M | $222.3M | $47.9M | 6 | 0 |
| Dec 2022 | $241M | $164.9M | $76.1M | 6 | 0 |
| Mar 2022 | $241M | $164.9M | $76.1M | 6 | 0 |
| Feb 2022 | $254.5M | $210.2M | $44.3M | 8 | 0 |
| Jan 2022 | $254.5M | $210.2M | $44.3M | 8 | 0 |
| May 2021 | $254.5M | $210.2M | $44.3M | 8 | 0 |
| Mar 2021 | $254.5M | $210.2M | $44.3M | 7 | 0 |
| Jun 2020 | $401.2M | $278.1M | $123.1M | 8 | 0 |
| Mar 2020 | $401.2M | $278.1M | $123.1M | 8 | 0 |
| Mar 2019 | $337.3M | $211.2M | $126.1M | 8 | 0 |
| Apr 2018 | $299.4M | $163.9M | $135.5M | 7 | 0 |
| Mar 2018 | $299.4M | $163.9M | $135.5M | 7 | 0 |
| Sep 2017 | $248M | $125M | $123M | 9 | 316 |
| Mar 2017 | $248M | $125M | $123M | 9 | 316 |
| Mar 2016 | $205.1M | $5.2M | $200M | 8 | 290 |
| Jun 2015 | $198.6M | $9.9M | $188.7M | 8 | 280 |
| Mar 2015 | $198.6M | $9.9M | $188.7M | 8 | 280 |
| Nov 2014 | $209.8M | $7.2M | $202.6M | 8 | 500 |
| Mar 2014 | $169.6M | $0 | $169.6M | 8 | 500 |
| Dec 2013 | $154.7M | $0 | $154.7M | 8 | 500 |
| Feb 2013 | $154.7M | $0 | $154.7M | 8 | 500 |
| Mar 2012 | $131.6M | $0 | $131.6M | 6 | 400 |
| Mar 2011 | $127.5M | $0 | $127.5M | 10 | -- |
| May 2010 | $100.9M | $0 | $100.9M | 10 | -- |
| Mar 2010 | $100.9M | $0 | $100.9M | 10 | -- |
| Oct 2009 | $56.1M | $0 | $56.1M | 10 | -- |
| Feb 2009 | $77.1M | $0 | $77.1M | 5 | -- |
| Mar 2007 | $78M | $0 | $78M | 5 | -- |
| Dec 2004 | $35.6M | $0 | $35.6M | 5 | -- |
| Mar 2004 | $35.6M | $0 | $35.6M | 5 | -- |
| Mar 2002 | $37M | $0 | $37M | 5 | -- |
| Aug 2001 | $31.3M | $0 | $31.3M | 5 | -- |
DateSep 2025
Total AUM$414.2M
Discretionary$371.2M
Non-Disc.$43M
Employees7
Clients0
DateMar 2025
Total AUM$414.2M
Discretionary$371.2M
Non-Disc.$43M
Employees6
Clients0
DateMar 2024
Total AUM$307.2M
Discretionary$273.1M
Non-Disc.$34.1M
Employees5
Clients0
DateNov 2023
Total AUM$270.2M
Discretionary$222.3M
Non-Disc.$47.9M
Employees6
Clients0
DateNov 2023
Total AUM$270.2M
Discretionary$222.3M
Non-Disc.$47.9M
Employees6
Clients0
DateMar 2023
Total AUM$270.2M
Discretionary$222.3M
Non-Disc.$47.9M
Employees6
Clients0
DateDec 2022
Total AUM$241M
Discretionary$164.9M
Non-Disc.$76.1M
Employees6
Clients0
DateMar 2022
Total AUM$241M
Discretionary$164.9M
Non-Disc.$76.1M
Employees6
Clients0
DateFeb 2022
Total AUM$254.5M
Discretionary$210.2M
Non-Disc.$44.3M
Employees8
Clients0
DateJan 2022
Total AUM$254.5M
Discretionary$210.2M
Non-Disc.$44.3M
Employees8
Clients0
DateMay 2021
Total AUM$254.5M
Discretionary$210.2M
Non-Disc.$44.3M
Employees8
Clients0
DateMar 2021
Total AUM$254.5M
Discretionary$210.2M
Non-Disc.$44.3M
Employees7
Clients0
DateJun 2020
Total AUM$401.2M
Discretionary$278.1M
Non-Disc.$123.1M
Employees8
Clients0
DateMar 2020
Total AUM$401.2M
Discretionary$278.1M
Non-Disc.$123.1M
Employees8
Clients0
DateMar 2019
Total AUM$337.3M
Discretionary$211.2M
Non-Disc.$126.1M
Employees8
Clients0
DateApr 2018
Total AUM$299.4M
Discretionary$163.9M
Non-Disc.$135.5M
Employees7
Clients0
DateMar 2018
Total AUM$299.4M
Discretionary$163.9M
Non-Disc.$135.5M
Employees7
Clients0
DateSep 2017
Total AUM$248M
Discretionary$125M
Non-Disc.$123M
Employees9
Clients316
DateMar 2017
Total AUM$248M
Discretionary$125M
Non-Disc.$123M
Employees9
Clients316
DateMar 2016
Total AUM$205.1M
Discretionary$5.2M
Non-Disc.$200M
Employees8
Clients290
DateJun 2015
Total AUM$198.6M
Discretionary$9.9M
Non-Disc.$188.7M
Employees8
Clients280
DateMar 2015
Total AUM$198.6M
Discretionary$9.9M
Non-Disc.$188.7M
Employees8
Clients280
DateNov 2014
Total AUM$209.8M
Discretionary$7.2M
Non-Disc.$202.6M
Employees8
Clients500
DateMar 2014
Total AUM$169.6M
Discretionary$0
Non-Disc.$169.6M
Employees8
Clients500
DateDec 2013
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees8
Clients500
DateFeb 2013
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees8
Clients500
DateMar 2012
Total AUM$131.6M
Discretionary$0
Non-Disc.$131.6M
Employees6
Clients400
DateMar 2011
Total AUM$127.5M
Discretionary$0
Non-Disc.$127.5M
Employees10
Clients--
DateMay 2010
Total AUM$100.9M
Discretionary$0
Non-Disc.$100.9M
Employees10
Clients--
DateMar 2010
Total AUM$100.9M
Discretionary$0
Non-Disc.$100.9M
Employees10
Clients--
DateOct 2009
Total AUM$56.1M
Discretionary$0
Non-Disc.$56.1M
Employees10
Clients--
DateFeb 2009
Total AUM$77.1M
Discretionary$0
Non-Disc.$77.1M
Employees5
Clients--
DateMar 2007
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees5
Clients--
DateDec 2004
Total AUM$35.6M
Discretionary$0
Non-Disc.$35.6M
Employees5
Clients--
DateMar 2004
Total AUM$35.6M
Discretionary$0
Non-Disc.$35.6M
Employees5
Clients--
DateMar 2002
Total AUM$37M
Discretionary$0
Non-Disc.$37M
Employees5
Clients--
DateAug 2001
Total AUM$31.3M
Discretionary$0
Non-Disc.$31.3M
Employees5
Clients--