MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

other names
  • MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
  • BRYANT, ROBBY THOMAS
  • CANOPY FINANCIAL PLANNING LLC
  • CANOPY GREENVILLE LLC

Adviser Profile
As of Date 03/24/2026
ADV Location SENECA, SC, United States
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3
Registration SEC, Approved, 12/17/2018
Other registrations (4)
AUM* 225,662,274 30%
of that, discretionary 225,662,274 30%
Private Fund GAV* 8,787,173
Avg Account Size 811,735 20%
% High Net Worth 31.65% 3%
SMA’s Yes
Private Funds 1
Contact Info 864 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

152M 130M 108M 87M 65M 43M 22M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$8,787,173

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser BISLETT MANAGEMENT, LLC Hedge Fund133.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV133.5m AUM133.5m #Funds1
Adviser MILLER GLOBAL INVESTMENTS, L.L.C. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM199.4m #Funds-
Adviser RULE ONE PARTNERS, LLC Hedge Fund6.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV6.1m AUM236.2m #Funds1
Adviser BCK CAPITAL MANAGEMENT LP Hedge Fund219.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV219.1m AUM258.8m #Funds6
Adviser HIDDENITE CAPITAL PARTNERS LP Hedge Fund634.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV634.5m AUM634.5m #Funds3
Adviser DAVENTRY GROUP LP Hedge Fund181.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV181.3m AUM179.9m #Funds4
Adviser CUNNING CAPITAL, LLC Hedge Fund228.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV228.4m AUM228.4m #Funds1
Adviser CRAWFORD FUND MANAGEMENT, LLC Hedge Fund70.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV70.9m AUM356.1m #Funds1
Adviser GEO CAPITAL Hedge Fund59.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV59.3m AUM88.8m #Funds1
Adviser ORACLE ALPHA INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM172.9m #Funds-

Brochure Summary