# MAGELLAN PLANNING GROUP, INC.

MAGELLAN PLANNING GROUP, INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 338739
- Type: SEC-registered investment adviser
- SEC file number: 801-134622
- Location: 4170 ASHFORD DUNWOODY RD., SUITE 480, ATLANTA, GA, 30319
- Phone: 404-257-8811
- Latest filing: 2026-03-31
- Regulatory AUM: $210.0M
- Discretionary AUM: $196.6M
- Non-discretionary AUM: $13.4M
- Clients: 3
- Accounts: 420

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| J Kevin Meaders | CEO AND CHIEF COMPLIANCE OFFICER | — |
| Cameron Blake Bozeman | CIO | — |
| Jerald Kevin Meaders | CEO AND CHIEF COMPLIANCE OFFICER | — |
| Cameron Blake Bozeman | CIO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338739/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338739/similar
- Related entities: https://search.stillhousedata.com/firm/338739/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338739

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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.