Magellan Planning Group
Magellan Planning Group is an SEC-registered mass-market adviser in Atlanta, GA with $210.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Magellan Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338739, SEC 801-134622, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $210.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 3
- Clients
- 251
- CRD
- 338739
- Ownership
- MEADERS, J, KEVIN; BOZEMAN, CAMERON, BLAKE; BOZEMAN, CAMERON BLAKE; MEADERS, JERALD KEVIN
How much AUM does Magellan Planning Group have?
Magellan Planning Group reported $210.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Magellan Planning Group?
Disclosed owners and executives of Magellan Planning Group include MEADERS, J, KEVIN, BOZEMAN, CAMERON, BLAKE, BOZEMAN, CAMERON BLAKE, MEADERS, JERALD KEVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.