# PRINCIPLE PLANNING ADVISORS, LLC

PRINCIPLE PLANNING ADVISORS, LLC of ROSWELL, GA is an SEC-registered investment adviser.

## Registration

- CRD: 126069
- Type: SEC-registered investment adviser
- SEC file number: 801-62407
- Location: 500 COLONIAL CENTER PKWY, SUITE 600, ROSWELL, GA, 30076
- Phone: 770-998-8721
- Latest filing: 2013-04-01
- Regulatory AUM: $114.5M
- Discretionary AUM: $84.1M
- Non-discretionary AUM: $30.4M
- Clients: 2
- Accounts: 214

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BOONE JAMES MINTON | PRINCIPAL | — |
| GRAY CHARLES GERALD | CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126069/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126069/similar
- Related entities: https://search.stillhousedata.com/firm/126069/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126069

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.