Magnolia Financial Planning Services

Asset Manager SEC-registered adviser

Legal name: Magnolia Financial Planning Services, Inc.

Seneca, SC

AUM

$225.7M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$8.8M
Gross asset value

Employees

4

Last Form D raise

Sep 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 24, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jason White
Vice-President
Source: SEC Form ADV
R
Robby Bryant
President, Chief Compliance Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Veridos Income Stability Fund LPHedge Fund$8.8M$33.3M78Sep 2025Cool

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
135759
SEC file number
801-114454

Sources