# Magnolia Growth Capital

> Magnolia Growth Capital is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 322030
- Filed as: MAGNOLIA GROWTH CAPITAL
- Legal name: Magnolia Growth Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322030
- AdvisorCensus page: https://advisorcensus.com/firm/magnolia-growth-capital-322030

## Quick answers

**How is Magnolia Growth Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Magnolia Growth Capital reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Magnolia Growth Capital registered with the SEC or a state?**
Magnolia Growth Capital is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322030.

**How much does Magnolia Growth Capital manage?**
Magnolia Growth Capital reports $1,698,883 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Magnolia Growth Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (5).

**Does Magnolia Growth Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322030

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,698,883
- Discretionary: $1,698,883
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $127,434 |
| High net worth individuals | 7 | $1,571,449 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [magnoliagrowthcapital.com](https://magnoliagrowthcapital.com)
- [mgc-pdx.com](https://mgc-pdx.com)
- Instagram @beyond_returns
- LinkedIn @runningvalue
- X @IraddiKaran

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Magnolia Growth Capital (CRD 322030): Form ADV filing data as of October 2026.