Stephen Griner


Stephen has been serving the financial needs of individual and institutional investors, retirees, and business owners since beginning his career as a financial advisor 2001. As a CFA charter holder, Stephen’s specialty at MAG CAP lies in discretionary asset management for individuals and institutions. He also provides a range of other products and services for clients including business retirement plans, individual retirement planning, 401(k) rollovers, estate planning, and digital assets through MAG CAP. Prior to co-founding MAG CAP in 2018, he’d previously worked for Morgan Stanley, Merrill Lynch and Raymond James.

Stephen is a native of Columbia, Mississippi, and graduated with honors from the University of Mississippi with a Bachelor of Accountancy and an MBA with a concentration in finance. Stephen is married with two children (and their chocolate labradoodle). They reside in Madison and are members of Grace Chapel Presbyterian Church.


  • Master of Business Administration, University of Mississippi (2000)
  • Bachelor of Accountancy, University of Mississippi (1999)


  • Chartered Financial Analyst, CFA®
  • Chartered Retirement Plans Specialist, CRPS®
  • Certified Investment Management Analyst™, CIMA®
  • Accredited Investment Fiduciary, AIF®


  • Mississippi CFA® Society, Board of Directors
  • Mississippi Capital Area Habitat for Humanity, Executive Committee
  • Grace Chapel Presbyterian Church, Former Elder
  • Grayscale Advisor Council

Honors & Awards

  • Financial Times Top 401 Retirement Plan Advisors
  • Mississippi Business Journal Top 40 under 40
  • Raymond James Retirement Plan Advisory Council
  • Financial Advisor IQ Leadership Council

Charles F. Marion

Managing Director, Founding Partner
Jackson, MS
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