Advisor at Southern Magnolia Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Southern Magnolia Investment Management LLC
Location
Port Saint Lucie, FL
Credentials
Series 66
Industry experience
20 years
Samuel Bruning is the sole advisor at Southern Magnolia Investment Management LLC in Port Saint Lucie, FL, holding a Series 66 credential with 20 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. Outside of his advisory work, he serves in multiple nonprofit leadership roles, including president of Project Graduation of Martin County and treasurer positions at several local organizations, and operates a small sports memorabilia business. Southern Magnolia provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and other registered investment advisers. The firm employs a fundamentals-driven, generally long-term investment approach using a mix of mutual funds, ETFs, individual equities and bonds, and occasionally alternative investments or options, with portfolios customized by strategic asset allocation, retention of legacy holdings, and periodic rebalancing.
Based on Southern Magnolia Investment Management LLC
Based on Southern Magnolia Investment Management LLC
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
Up to $250 per hour for financial consulting services
Fee-only: Financial consulting services offered at hourly rate up to $250; may be included in wealth management fee or charged separately; fees negotiable
Port Saint Lucie, FL
Texas
Southern Magnolia Investment Management LLC
2019 - Present (7 years)
Not Employed
2019 - 2019 (1 year)
Morgan Stanley Private Bank, National Association
2015 - 2019 (4 years)
Morgan Stanley Smith Barney
2009 - 2019 (10 years)
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Bank
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Trust company
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Fund sponsor
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Other specialized services
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