SourcingSourcing

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

C47
CRD 135759·SEC 801-114454·SENECA, SC
AUM
$225.7M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$677K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD
135759
SEC file #
801-114454
EIN
—
DBA names
—

Economics

AUM
$225.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$100.3M → $225.7M▲ +125%
Client mix
Individuals Other188
Individuals High Net Worth88
Pooled Investment Vehicles2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
SENECA SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRYANT, ROBBY, THOMAS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BRYANT, ROBBY, THOMAS
WHITE, JASON, SIDNEY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.366
Soi Zip Pct 200k Plus
0.1526
Soi Zip Returns 200k Plus
980
Soi Zip Total AGI
781,394
Fdic Zip Total Deposits
1,392,996,000
Fdic Zip Branch Count
53
Fdic Zip Top Banks
TD Bank, National Association
Blue Ridge Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers3
Fdic Zip Branches Raw
National Bank of CommerceSeneca, SC
The Palmetto BankSeneca, SC
Fdic Zip HHI
4251.53
Fdic Zip Top Bank Share Pct
61.19
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,251
Returns1,400
Stub 2
AGI46,550
Returns1,260
Stub 3
AGI47,303
Returns770
Soi Zip Total Business Income
20,439
Soi Zip Total Cap Gains
67,192
Soi Zip Total Dividends
36,191
Soi Zip Total Returns
6,420
Top Owner CRD
2948042
Trust Company Affiliate
No

People (3)

3
BRYANT, ROBBY, THOMAS
IAR · Direct Owner · 62.5%
2948042
WHITE, JASON, SIDNEY
IAR · Direct Owner · 62.5%
5460559
LOWELL E MACHER
IAR
2846041