Magnolia Lane Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,582,351
Total clients
17
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$681,315
About
Magnolia Lane Capital provides discretionary investment advisory and portfolio management services to individuals, high‑net‑worth clients, charitable organizations and businesses, and has operated since 2015. The firm is fee‑only and structures advisory compensation as a fee based on account assets, with a stated minimum account size of $10,000.
The firm employs a value‑oriented, fundamental stock‑picking approach that seeks companies trading below intrinsic value and emphasizes a margin of safety when selecting individual securities. Portfolios are tailored to each client’s stated risk tolerance and income needs, continuously monitored and periodically rebalanced, with explicit consideration of tax‑efficient management for taxable, non‑retirement accounts.
Noteworthy features for a firm of this scale include real‑time client reporting through its online portal and the use of a third‑party custodian (Interactive Brokers), as the firm does not maintain custody of client assets. The brochure also discloses occasional promotional fee concessions and a formal Code of Ethics that includes pre‑approval and monitoring of employee trades, which the firm identifies as managed potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
1.00% annually
Account minimum: $10,000 Fee-only: Fee-only investment advisor; no commissions or other compensation
Main office location
Magnolia Lane Capital, LLC
705 Mobjack Place, Suite D
Newport News VA 23606, United States
Number of offices
1
Most active in
Magnolia Lane Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")