T. Jefferson Cunningham
Magnolia Capital Management · Cold Spring, New York
T. Jefferson Cunningham is a fee-only financial advisor at Magnolia Capital Management in Cold Spring, New York. Magnolia Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in NY · CRD 4516310 |
| Exams passed | Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.magnoliacapitalmanagement.com |
How T. Jefferson's firm compares
- Magnolia Capital Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 90 accounts).
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Questions about T. Jefferson
Is T. Jefferson Cunningham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: T. Jefferson 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 T. Jefferson charge for financial advice?
T. Jefferson's firm, Magnolia Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is T. Jefferson Cunningham based?
T. Jefferson Cunningham is based in Cold Spring, New York.
Is T. Jefferson Cunningham registered with the SEC?
Yes. T. Jefferson Cunningham is registered as an investment adviser representative in NY (CRD 4516310), 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 T. Jefferson Cunningham?
Through T. Jefferson'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.
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