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MAGELLAN PLANNING GROUP
Legal name: MAGELLAN PLANNING GROUP, INC.
CRD 338739File 801-134622
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$210.0M
Below cohort median (national)
Discretionary AUM
$196.6M
Non-discretionary $13.4M
Clients
251
420 accounts
Employees
3
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 5, 2026
- Principal office
- 4170 ASHFORD DUNWOODY RD., SUITE 480, ATLANTA, GA, 30319
- Phone
- 404-257-8811
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.0M
- Discretionary AUM
- $196.6M
- Non-discretionary AUM
- $13.4M
- Discretionary accounts
- 381
- Non-discretionary accounts
- 39
- Total accounts
- 420
- AUM per client
- $837K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.0M |
| High net worth individuals | 61 | $147.5M |
| Individuals (other than high net worth individuals) | 186 | $58.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.