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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-2026
- Office Locations
- 1
Office Locations
About Magellan Planning Group
Magellan Planning Group is a Atlanta-based RIA. The firm has been operating for 0 years. Managing $210.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.6% is discretionary and 6.4% is non-discretionary.
The firm reports 3 advisory representatives and 502 clients, or 167.3 clients per representative. That equates to $418.3K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
J KEVIN MEADERS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3020658
- Ownership
- 75% or more
CAMERON BLAKE BOZEMAN
Chief Investment Officer
- CRD
- #5115046
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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MARTIN MICHAEL LYSAGHT
Financial Advisor
- CRD
- #1369304
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,561,236 | $515,909 |
| Non-Discretionary | $13,421,764 | $344,148 |
| Total | $209,983,000 | $499,960 |
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Separately Managed Accounts
SMA allocation detail is available
Magellan Planning Group has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.