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| Keyboard |
| Magellan Planning Group Inc
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|---|---|
| CRD # | 338739 |
| SEC # | 801-134622 |
| CIK # | |
| AUM | 210.0 M (2026-03-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-257-8811 |
| Address | 4170 Ashford Dunwoody Rd Atlanta, GA 30319 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 58.5 |
| (b) Individuals (high net worth individuals) | 61 | 147.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 420 | 210.0 |
| By Discretionary | ||
| Discretionary | 381 | 196.6 |
| Non-Discretionary | 39 | 13.4 |
| Total | 420 | 210.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.0 | |
| Total | 420 | 210.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 251 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Renaud & Company LLC
✚
|
MO | 210.7 M |
|
Parkstone Wealth Management LLC
✚
|
TX | 210.6 M |
|
Sky-Mountain Capital Management Inc
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|
ID | 210.6 M |
|
Guerra Pan Advisors LLC
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210.4 M | |
|
Crescent Sterling Ltd
✚
|
LA | 210.2 M |
|
Alcosta Capital Management Inc
✚
|
CA | 210.2 M |
|
Treetop Wealth Management LLC
✚
|
IL | 210.0 M |
|
Sander Capital Advisors Inc
✚
|
WA | 210.0 M |
|
Gouws Capital LLC
✚
|
NC | 209.9 M |
|
Shellman Investment Management LLC
✚
|
FL | 209.6 M |