Thomas Jefferson Cunningham Iv
Professional Summary
Thomas Jefferson Cunningham IV is a registered financial advisor currently at MAGNOLIA CAPITAL MANAGEMENT located in Cold Spring, New York. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Thomas has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
MAGNOLIA CAPITAL MANAGEMENT | MAGNOLIA CAPITAL MANAGEMENT, LTD.
Contact Information
Main Address
55 Chestnut Street, Suite 5, Cold Spring, NY 10516Mailing Address
Po Box 330, Cold Spring, NY 10516-0330Phone Number
(845) 809-5259# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
90AUM (Assets Under Management)
$227,677,130Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/29/2026 | Cover Page | Report |
| 11/17/2025 | Cover Page | Report |
| 11/21/2024 | Cover Page | Report |
| 10/31/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
MAGNOLIA CAPITAL MANAGEMENT | MAGNOLIA CAPITAL MANAGEMENT, LTD.
State Registrations and Notice Filings
(8/6/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Jefferson Cunningham IV's CRS (Customer Relationship Summary).
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