MAGNOLIA CAPITAL MANAGEMENT, LTD.
Legal name: MAGNOLIA CAPITAL MANAGEMENT
CRD #119597 SEC #801-65323 COLD SPRING, NY 845-809-5259
SEC Registered
Total AUM
$218.4M
Discretionary
$187.5M
Employees
4
Clients
0
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $218.4M | $187.5M | $30.9M | 4 | 0 |
| Jul 2025 | $218.4M | $187.5M | $30.9M | 3 | 0 |
| Mar 2025 | $218.4M | $187.5M | $30.9M | 3 | 0 |
| Mar 2024 | $202M | $170.4M | $31.6M | 3 | 0 |
| Jun 2023 | $192.1M | $161.9M | $30.2M | 3 | 0 |
| Mar 2023 | $192.1M | $161.9M | $30.2M | 3 | 0 |
| Mar 2022 | $240.5M | $204.3M | $36.2M | 3 | 0 |
| Jul 2021 | $197.8M | $159.9M | $37.8M | 3 | 0 |
| Jul 2021 | $197.8M | $159.9M | $37.8M | 3 | 0 |
| Mar 2021 | $197.8M | $159.9M | $37.8M | 3 | 0 |
| Jun 2020 | $186.3M | $149.9M | $36.4M | 3 | 0 |
| Mar 2020 | $186.3M | $149.9M | $36.4M | 3 | 0 |
| Mar 2019 | $164.1M | $130.5M | $33.6M | 3 | 0 |
| Mar 2018 | $172.2M | $136.9M | $35.3M | 3 | 0 |
| Aug 2017 | $155.4M | $121.8M | $33.6M | 3 | 26 |
| Mar 2017 | $155.4M | $121.8M | $33.6M | 3 | 26 |
| Aug 2016 | $146.6M | $122.5M | $24.2M | 3 | 26 |
| Feb 2016 | $146.6M | $122.5M | $24.2M | 3 | 26 |
| Feb 2015 | $151.8M | $127.8M | $24M | 3 | 26 |
| Mar 2014 | $138.7M | $115.4M | $23.3M | 3 | 26 |
| Mar 2013 | $127.9M | $104.4M | $23.5M | 3 | 26 |
| Feb 2012 | $107.1M | $83.6M | $23.5M | 1 | 26 |
| Jul 2011 | $106.2M | $102.3M | $3.9M | 5 | -- |
| Jun 2011 | $82.7M | $78.9M | $3.8M | 5 | -- |
| Mar 2011 | $82.7M | $78.9M | $3.8M | 5 | -- |
| Apr 2010 | $68.5M | $67.1M | $1.4M | 5 | -- |
| Apr 2009 | $59M | $57.8M | $1.2M | 5 | -- |
| Feb 2007 | $42.1M | $40.6M | $1.5M | 5 | -- |
| Mar 2006 | $30.4M | $29M | $1.4M | 5 | -- |
| Dec 2005 | $30.4M | $29M | $1.4M | 5 | -- |
DateSep 2025
Total AUM$218.4M
Discretionary$187.5M
Non-Disc.$30.9M
Employees4
Clients0
DateJul 2025
Total AUM$218.4M
Discretionary$187.5M
Non-Disc.$30.9M
Employees3
Clients0
DateMar 2025
Total AUM$218.4M
Discretionary$187.5M
Non-Disc.$30.9M
Employees3
Clients0
DateMar 2024
Total AUM$202M
Discretionary$170.4M
Non-Disc.$31.6M
Employees3
Clients0
DateJun 2023
Total AUM$192.1M
Discretionary$161.9M
Non-Disc.$30.2M
Employees3
Clients0
DateMar 2023
Total AUM$192.1M
Discretionary$161.9M
Non-Disc.$30.2M
Employees3
Clients0
DateMar 2022
Total AUM$240.5M
Discretionary$204.3M
Non-Disc.$36.2M
Employees3
Clients0
DateJul 2021
Total AUM$197.8M
Discretionary$159.9M
Non-Disc.$37.8M
Employees3
Clients0
DateJul 2021
Total AUM$197.8M
Discretionary$159.9M
Non-Disc.$37.8M
Employees3
Clients0
DateMar 2021
Total AUM$197.8M
Discretionary$159.9M
Non-Disc.$37.8M
Employees3
Clients0
DateJun 2020
Total AUM$186.3M
Discretionary$149.9M
Non-Disc.$36.4M
Employees3
Clients0
DateMar 2020
Total AUM$186.3M
Discretionary$149.9M
Non-Disc.$36.4M
Employees3
Clients0
DateMar 2019
Total AUM$164.1M
Discretionary$130.5M
Non-Disc.$33.6M
Employees3
Clients0
DateMar 2018
Total AUM$172.2M
Discretionary$136.9M
Non-Disc.$35.3M
Employees3
Clients0
DateAug 2017
Total AUM$155.4M
Discretionary$121.8M
Non-Disc.$33.6M
Employees3
Clients26
DateMar 2017
Total AUM$155.4M
Discretionary$121.8M
Non-Disc.$33.6M
Employees3
Clients26
DateAug 2016
Total AUM$146.6M
Discretionary$122.5M
Non-Disc.$24.2M
Employees3
Clients26
DateFeb 2016
Total AUM$146.6M
Discretionary$122.5M
Non-Disc.$24.2M
Employees3
Clients26
DateFeb 2015
Total AUM$151.8M
Discretionary$127.8M
Non-Disc.$24M
Employees3
Clients26
DateMar 2014
Total AUM$138.7M
Discretionary$115.4M
Non-Disc.$23.3M
Employees3
Clients26
DateMar 2013
Total AUM$127.9M
Discretionary$104.4M
Non-Disc.$23.5M
Employees3
Clients26
DateFeb 2012
Total AUM$107.1M
Discretionary$83.6M
Non-Disc.$23.5M
Employees1
Clients26
DateJul 2011
Total AUM$106.2M
Discretionary$102.3M
Non-Disc.$3.9M
Employees5
Clients--
DateJun 2011
Total AUM$82.7M
Discretionary$78.9M
Non-Disc.$3.8M
Employees5
Clients--
DateMar 2011
Total AUM$82.7M
Discretionary$78.9M
Non-Disc.$3.8M
Employees5
Clients--
DateApr 2010
Total AUM$68.5M
Discretionary$67.1M
Non-Disc.$1.4M
Employees5
Clients--
DateApr 2009
Total AUM$59M
Discretionary$57.8M
Non-Disc.$1.2M
Employees5
Clients--
DateFeb 2007
Total AUM$42.1M
Discretionary$40.6M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2006
Total AUM$30.4M
Discretionary$29M
Non-Disc.$1.4M
Employees5
Clients--
DateDec 2005
Total AUM$30.4M
Discretionary$29M
Non-Disc.$1.4M
Employees5
Clients--