Sub-Advisor Form ADV Documents

For certain accounts, Magnolia Private Wealth may engage the following sub-advisors to jointly manage client assets. Please refer to their most recent Form ADV filings below:


AQR Capital Management, LLC

Part 2A of Form ADV: Firm Brochure
Updated: March 31, 2026

VIEW THE FORM


CEF Advisors, Inc.

Part 2A of Form ADV:  Firm Brochure
Updated: March 2026

VIEW THE FORM

GeoWealth Management, LLC

Part 2A of Form ADV:  Firm Brochure
Updated: March 31, 2026

VIEW THE FORM


SyntheticFi, LLC

Part 2A of Form ADV:  Firm Brochure
Updated: March 2026

VIEW THE FORM


Quantinno Capital Management, LP

Part 2A of Form ADV:  Firm Brochure
Updated: March 31, 2026

VIEW THE FORM

Disclaimer: The opinions voiced and information provided in this document is for informational and educational purposes only.  It should not be considered investment, financial, or legal advice. Nothing herein constitutes a recommendation to buy, sell, or hold any security or financial instrument. Magnolia Private Wealth does not provide tax, legal or accounting advice. Investing involves risk, including the potential loss of principal. You should consult with a qualified financial advisor, tax professional, or other appropriate professional before making any financial decisions. The author and publisher assume no liability for any losses or damages resulting from the use of this information.

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