Magellan Planning Group, Inc.
● SEC registered since 2026CRD 338739SEC# 801-134622Atlanta, GA
Reg. AUM
$210M
Employees
3
Accounts
420
Location
Atlanta, GA
Magellan Planning Group, Inc. assets under management
Magellan Planning Group, Inc. is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2026. It reports $210 million in regulatory assets under management and employs 3 people.
Magellan Planning Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Blake Bozeman | Cio | 10-25% | 2015 |
| J Kevin Meaders Control | Ceo And Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Magellan Planning Group, Inc. manage?
Magellan Planning Group, Inc. reports $210 million in regulatory assets under management on its Form ADV.
How many employees does Magellan Planning Group, Inc. have?
Magellan Planning Group, Inc. reports 3 employees.
Where is Magellan Planning Group, Inc. located?
Magellan Planning Group, Inc. is based in Atlanta, GA and has been SEC-registered since 2026.
Does Magellan Planning Group, Inc. disclose fund performance?
Magellan Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4170 Ashford Dunwoody Rd., Suite 480, Atlanta, GA 30319 |
| Phone | 404-257-8811 |
| Office hours | Monday - Thursday 9 a.m. - 430 p.m., Friday 9 a.m. - 4 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$210Mregulatory AUM
Discretionary $196.6MNon-discretionary $13.4M