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Director · Magnolia Capital Management

James B. Cunningham

CRD 4516343 · Named on Form ADV at one SEC-registered adviser

At a glance

Magnolia Capital Management, an SEC-registered wealth manager based in Cold Spring, NY with $228 million in regulatory assets, lists James B. Cunningham on its Form ADV as Director.

Firms and roles

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James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.