WINSTON SALEM, NCCRD 114471Latest ADV March 30, 2026
Three Magnolias Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winston Salem, NC. Its latest Form ADV filing, dated March 30, 2026, reports $487M in regulatory assets under management, 7 employees, 1 office, and 1,632 accounts.
Assets Under Management
$487M
Employees
7
Offices
1 office
Total Clients
618
Primary office
WINSTON SALEM, NC
110 OAKWOOD DRIVE, SUITE 480, WINSTON SALEM, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.6% of total clients.
Top client categories% of clientsClients
1
HNWI
73.6%
455
2
Individuals
23.3%
144
3
Pension Plans
3.1%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$487Mas of March 30, 2026
Discretionary92.3%
$449M
92% of total RAUM92.3%
Non-discretionary7.7%
$38M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$487M
Total Accounts1,632
10Y AUM Change+$239M (+96.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee88:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.