Carol Powell
Magnolia Capital Management · Cold Spring, New York
Carol Powell is a fee-only financial advisor at Magnolia Capital Management in Cold Spring, New York, who holds the PFS credential. Magnolia Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Carol →
Facts
| Firm | Magnolia Capital Management |
|---|---|
| Based in | Cold Spring, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $227.7M across 90 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in NY · CRD 2125134 |
| Exams passed | Series 63 (1992) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.magnoliacapitalmanagement.com |
How Carol's firm compares
- Magnolia Capital Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 90 accounts).
Request an introduction to Carol
Tell Carol a little about what you're looking for. Carol isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Carol
Is Carol Powell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and Magnolia Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carol charge for financial advice?
Carol's firm, Magnolia Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carol Powell based?
Carol Powell is based in Cold Spring, New York.
What credentials does Carol Powell hold?
Carol Powell holds the PFS credential.
Is Carol Powell registered with the SEC?
Yes. Carol Powell is registered as an investment adviser representative in NY (CRD 2125134), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Magnolia Capital Management manage?
Magnolia Capital Management reports $227.7M across 90 accounts in assets under management.
How do I contact Carol Powell?
Through Carol's website, www.magnoliacapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.