Multi-Family OfficeRIA · CRD 338739SEC-Registered

Updated:

Magellan Planning Group

MAGELLAN PLANNING GROUP is an SEC-registered investment adviser in ATLANTA, GA, registered since 2026. The firm manages $210 million in assets, $197 million on...

Magellan Planning Group

MAGELLAN PLANNING GROUP is an SEC-registered investment adviser in ATLANTA, GA, registered since 2026. The firm manages $210 million in assets, $197 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Sector focus

Wealth ManagementFinancial PlanningEstate Planning

Frequently asked questions

What is Magellan Planning Group's AUM?

Magellan Planning Group does not publicly disclose its assets under management. This lack of disclosure is common among private RIAs that are not required to publicly report AUM figures unless they exceed SEC registration thresholds or choose to market them.

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