Tamar Stubbs
Magnolia Capital Management · Cold Spring, New York
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.
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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 6846417 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.magnoliacapitalmanagement.com |
How Tamar'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 Tamar
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.
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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