McCormack Financial Planning Inc.
● SEC registered since 2025CRD 136857SEC# 801-133728Atlanta, GA
Reg. AUM
$115.7M
Employees
3
Accounts
549
Location
Atlanta, GA
McCormack Financial Planning Inc. assets under management
McCormack Financial Planning Inc. is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2025. It reports $115.7 million in regulatory assets under management and employs 3 people.
McCormack Financial Planning Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Miner McCormack Control | President/Chief Executive Officer/Chief Compliance Officer | Over 75% | 1998 |
| Linda Rose Kuehn | Secretary/Treasurer | Under 5% | 2000 |
Frequently asked questions
How much does McCormack Financial Planning Inc. manage?
McCormack Financial Planning Inc. reports $115.7 million in regulatory assets under management on its Form ADV.
How many employees does McCormack Financial Planning Inc. have?
McCormack Financial Planning Inc. reports 3 employees.
Where is McCormack Financial Planning Inc. located?
McCormack Financial Planning Inc. is based in Atlanta, GA and has been SEC-registered since 2025.
Does McCormack Financial Planning Inc. disclose fund performance?
McCormack Financial Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5605 Glenridge Drive, Suite 950, Atlanta, GA 30342 |
| Phone | 404-236-7316 |
| Fax | 404-843-3701 |
| Office hours | 9:00 a.m. To 6:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$115.7M▲ 12%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$115.7Mregulatory AUM
Discretionary $115.7M