Thomas Jefferson Cunningham IV
Investment Adviser Representative at Magnolia Capital Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas Jefferson Cunningham is an investment adviser representative with Magnolia Capital Management in Cold Spring, NY, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Firehouse Productions, Inc.May 2016 – Dec 2019Red Hook, NY
- Streetwise Brand Development, LLCJan 2020 – Apr 2020Beacon, NY
- RTM Business Group, LLCMay 2020 – Dec 2022New York, NY
- Devlin Hair ProductionsJan 2023 – Mar 2023New York, NY
- Dormify, Inc.Apr 2023 – Apr 2024New York, NY
- Frances Valentine, LLCApr 2024 – Jun 2025New York, NY
- Magnolia Capital Management, Ltd.Jan 2002 – no end date reportedCold Spring, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Magnolia Capital Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Cold Spring, NY
- SEC file number:
- 801-65323
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 1, 2026
View full firm profileOther advisors at Magnolia Capital Management
3 other advisors in the directory
Similar advisors in Cold Spring, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Jefferson Cunningham IV has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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