# Tamar Stubbs

> Tamar Stubbs 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.

Page: https://find.wellspent.co/advisors/tamar-stubbs/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $227.7M across 90 accounts
- **CRD:** 6846417 (https://adviserinfo.sec.gov/individual/summary/6846417)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.magnoliacapitalmanagement.com

## Frequently asked questions

### Is Tamar Stubbs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tamar 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 Tamar charge for financial advice?

Tamar's firm, Magnolia Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tamar Stubbs based?

Tamar Stubbs is based in Cold Spring, New York.

### Is Tamar Stubbs registered with the SEC?

Yes. Tamar Stubbs is registered as an investment adviser representative in NY (CRD 6846417), 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 Tamar Stubbs?

Through Tamar's website, www.magnoliacapitalmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6846417): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.