# Three Magnolias Financial Advisors

Three Magnolias Financial Advisors is a Bank / Wealth / Trust based in Winston Salem, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Winston Salem, United States
- **Region:** North America
- **Address:** Winston-Salem, NC, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** threemagnoliasfinancialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/three-magnolias-financial-advisors

## Regulatory record

- **CRD number:** 114471
- **SEC file number:** 801-60460
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114471

## About

Three Magnolias Financial Advisors was established in 2009 and is headquartered in Winston-Salem, North Carolina. The firm operates as a registered investment adviser providing financial planning and discretionary portfolio management to individuals, high-net-worth families, corporate clients, and charitable entities. Its founding coincided with the post-financial-crisis demand for fiduciary advisory relationships, and the firm has remained rooted in the Piedmont Triad region, serving clients primarily across North Carolina and the broader Southeast. The firm's investment approach centers on goals-based portfolio construction using predominantly low-cost exchange-traded funds and mutual funds. Three Magnolias constructs diversified portfolios allocated across core asset classes including domestic and international equities, fixed income, and alternatives where appropriate. The firm does not market proprietary products; its revenue model is fee-only, with client assets custodied at third-party institutions. This advisory structure is designed to minimize conflicts of interest and align portfolio decisions with each client's long-term financial plan. Three Magnolias advises on assets for individuals, trusts, corporations, and non-profit organizations. While the firm does not publicly disclose aggregate regulatory assets under management, its ADV filings confirm a retail and institutional client base concentrated in the Southeast. The firm's service model integrates tax-aware asset location, retirement income planning, and estate coordination — typical for an ensemble RIA of its size and geography. No separate institutional vehicles, adjacent philanthropic foundations, or co-investment programs are publicly identified. The structural posture of Three Magnolias Financial Advisors is that of a classic ensemble RIA — a multidisciplinary team delivering integrated wealth management under a fiduciary standard. Unlike broker-dealer affiliated competitors in its region, the firm operates on a fee-only basis, which removes commission-driven product incentives. This organizational choice defines its differentiation in a market where bank-trust and wirehouse models remain prevalent for high-net-worth families.

## Questions

### What types of clients does Three Magnolias serve?

The firm advises individuals, high-net-worth families, trusts, corporations, and charitable organizations. Its client base is concentrated in North Carolina and the broader Southeast, per its regulatory disclosures. The service model covers financial planning, discretionary portfolio management, and ongoing advisory relationships.

### Who are the principals or key decision-makers at Three Magnolias?

Three Magnolias does not publicly list named principals or an executive leadership roster on its website or in readily available regulatory filings. As a privately held RIA, ownership and key investment decision-makers are not a matter of public record, though the firm's Form ADV identifies it as a North Carolina entity advising clients under a fiduciary standard.

## Related profiles

- [Three Cord True Wealth Management](https://altss.com/profile/three-cord-true-wealth-management)
- [Three's Company Media Group](https://altss.com/profile/three-s-company-media-group)

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Last updated: 2026-06-03T20:00:00.000Z

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