# Southern Magnolia Investment Management LLC

> Southern Magnolia Investment Management LLC is a state-registered investment advisory firm in Stuart, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 7, 2025.

- CRD: 306444
- Filed as: SOUTHERN MAGNOLIA INVESTMENT MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: February 7, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306444
- AdvisorCensus page: https://advisorcensus.com/firm/southern-magnolia-investment-management-llc-stuart-fl-306444

## Quick answers

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

**Where is Southern Magnolia Investment Management LLC located?**
Southern Magnolia Investment Management LLC's principal office is in Stuart, FL, according to its Form ADV.

**Is Southern Magnolia Investment Management LLC registered with the SEC or a state?**
Southern Magnolia Investment Management LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306444.

**How much does Southern Magnolia Investment Management LLC manage?**
Southern Magnolia Investment Management LLC reports $15,478,578 in regulatory assets under management in its Form ADV filing dated February 7, 2025 (100% discretionary).

**What types of clients does Southern Magnolia Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (75); charitable organizations (7); corporations or other businesses not listed above (3).

**Does Southern Magnolia Investment Management LLC 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/306444

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,478,578
- Discretionary: $15,478,578
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $12,432,641 |
| High net worth individuals | 1 | $2,763,561 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 7 | $185,528 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $96,848 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [southernmagnoliaim.com](https://southernmagnoliaim.com)
- [wwwwww.smimfl.com](https://wwwwww.smimfl.com)
- LinkedIn @samuelbruning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southern Magnolia Investment Management LLC (CRD 306444): Form ADV filing data as of October 2026.