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Magellan Planning Group, Inc.

● SEC registered since 2026CRD 338739SEC# 801-134622Atlanta, GA
Export (members)
Reg. AUM
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Employees
2
Accounts
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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 employs 2 people.
www.magellanplanning.comView on SEC.gov ↗

Magellan Planning Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Cameron Blake BozemanCio10-25%2015
Jerald Kevin Meaders ControlCeo And Chief Compliance OfficerOver 75%2003

Frequently asked questions

How many employees does Magellan Planning Group, Inc. have?

Magellan Planning Group, Inc. reports 2 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

Address4170 Ashford Dunwoody Rd., Suite 480, Atlanta, GA 30319
Phone404-257-8811
Office hoursMonday - Thursday 9 a.m. - 430 p.m., Friday 9 a.m. - 4 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo