SourcingSourcing

MAGNOLIA WEALTH MANAGEMENT LLC

C45
CRD 297598·SEC 801-122653·DOTHAN, AL
AUM
$183.3M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$550K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MAGNOLIA WEALTH MANAGEMENT LLC
CRD
297598
SEC file #
801-122653
EIN
830666686
DBA names
—

Economics

AUM
$183.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$118.4M → $183.3M▲ +55%
Client mix
Individuals Other285
Individuals High Net Worth100

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
DOTHAN AL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
magnoliawm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COX, EDWIN, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
COX, EDWIN, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MAGNOLIAWM.COM
Rdap Domain Creation Date
2018-05-29T18:17:28Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001908732
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-15
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001754960-26-000367

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2869
Soi Zip Pct 200k Plus
0.0943
Soi Zip Returns 200k Plus
690
Soi Zip Total AGI
753,110
Fdic Zip Total Deposits
16,316,084,000
Fdic Zip Branch Count
140
Fdic Zip Top Banks
ServisFirst Bank
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1535 HONEYSUCKLE ROADDOTHAN, AL 36305
Business
1535 HONEYSUCKLE ROADDOTHAN, AL 36305
Edgar EIN
830666686
Edgar Recent Filings
13F-HR2026-05-07 · 0001754960-26-000367
13F-HR2026-01-27 · 0001754960-26-000122
Fdic Zip Branches Raw
The Peoples BankDothan, AL
AmSouth BankDothan, AL
Fdic Zip HHI
2095.41
Fdic Zip Top Bank Share Pct
38.7
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-05-29T18:17:28Z
Rdap Domain Last Changed
2024-11-12T19:17:51Z
Rdap Nameservers
Nataly.ns.cloudflare.comNero.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,981
Returns1,840
Stub 2
AGI60,254
Returns1,640
Stub 3
AGI62,519
Returns1,020
Soi Zip Total Business Income
19,630
Soi Zip Total Cap Gains
28,291
Soi Zip Total Dividends
16,100
Soi Zip Total Returns
7,320
Top Owner CRD
4750618
Trust Company Affiliate
No

People (2)

2
COX, EDWIN, ALAN
IAR · Direct Owner · 87.5%
4750618
Robert Forrest Ryals
IAR
7504709