RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
REED, WESLEY, ROBERTICHIEF COMPLIANCE OFFICERNA
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
JOHNSON, JENNIFER, WINGLERIMEMBERE Control
COLLINS, JAMES, ALBERTIVICE PRESIDENTD Control
COLLINS, JAMES, ALBERTIVICE PRESIDENTD Control
COLLINS, JAMES, ALBERTIVICE PRESIDENTD Control
COLLINS, JAMES, ALBERTIVICE PRESIDENTD Control
COLLINS, JAMES, ALBERTIVICE PRESIDENTD Control
HUNT, JOHN, KENNETHIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIPRESIDENTD Control
HUNT, JOHN, KENNETHIPRESIDENTD Control
HUNT, JOHN, KENNETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIPRESIDENTD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
HUNT, JOHN, KENNETHIMANAGING MEMBERD Control
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBER\CHIEF COMPLIANCE OFFICERD
JOHNSON, JENNIFER, WINGLERIMEMBER\CHIEF COMPLIANCE OFFICERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBER\CHIEF COMPLIANCE OFFICERD
JOHNSON, JENNIFER, WINGLERIMEMBER\CHIEF COMPLIANCE OFFICERD
JOHNSON, JENNIFER, WINGLERIMEMBER\CHIEF COMPLIANCE OFFICERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBER\CHIEF COMPLIANCE OFFICERD
JOHNSON, JENNIFER, WINGLERIMEMBER\CHIEF COMPLIANCE OFFICERD
JOHNSON, JENNIFER, WINGLERIMEMBER\CHIEF COMPLIANCE OFFICERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
JOHNSON, JENNIFER, WINGLERIMEMBERD
BURNS, JEFFREY, MICHAELIMEMBERC
HUNT, JOHN, KENNETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
JOHNSON, JENNIFER, WINGLERIMEMBERC

Registrations

Federal

IA
Sep 25, 2025 REGISTERED

Notice Filings (14)

CA FL GA LA MD NC NH NY OH PA RI SC TX VA

Address

110 OAKWOOD DRIVE
SUITE 480
WINSTON SALEM, NC 27103
United States
Phone: 336-701-1600