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McCormack Financial Planning Inc.

● SEC registered since 2025CRD 136857SEC# 801-133728Atlanta, GA
Export (members)
Reg. AUM
$103M
Employees
5
Accounts
561
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 $103 million in regulatory assets under management and employs 5 people.
www.mccormackfp.comView on SEC.gov ↗

McCormack Financial Planning Inc. owners & executives

2 reported
NameTitleOwnershipSince
Barbara Miner McCormack ControlPresident/Chief Compliance OfficerOver 75%1998
Linda Rose KuehnSecretary TreasurerUnder 5%2000

Frequently asked questions

How much does McCormack Financial Planning Inc. manage?

McCormack Financial Planning Inc. reports $103 million in regulatory assets under management on its Form ADV.

How many employees does McCormack Financial Planning Inc. have?

McCormack Financial Planning Inc. reports 5 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

Address5605 Glenridge Drive, Suite 950, Atlanta, GA 30342
Phone404-236-7316
Fax404-843-3701
Office hours9:00 a.m. To 6:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$103M
Non-discretionary$0
Total (RAUM)$103M