# MCCORMACK FINANCIAL PLANNING INC.

MCCORMACK FINANCIAL PLANNING INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 136857
- Type: SEC-registered investment adviser
- SEC file number: 801-133728
- Location: 5605 GLENRIDGE DRIVE, SUITE 950, ATLANTA, GA, 30342
- Phone: 404-236-7316
- Latest filing: 2026-02-05
- Regulatory AUM: $115.7M
- Discretionary AUM: $115.7M
- Clients: 3
- Accounts: 549

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Barbara Miner Mccormack | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Linda Rose Kuehn | SECRETARY TREASURER; SECRETARY/TREASURER | — |
| MCCORMACK BARBARA MINER | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| TAWSE SANDRA BOSHEARS | CHIEF COMPLIANCE OFFICER | — |
| KUEHN LINDA ROSE | SECRETARY TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136857/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136857/similar
- Related entities: https://search.stillhousedata.com/firm/136857/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136857

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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.