M
$210.0M Total AUM
$196.6M Disc. AUM
-- 3Y CAGR
3 Employees
502 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-2026
- Office Locations
- 1
Office Locations
4170 Ashford Dunwoody Rd. Suite 480 Atlanta GA
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.
Team overview
56 AVG AGE
$70.0M AVG AUM / ADVISOR
$418.3K AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J KEVIN MEADERS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3020658
- Ownership
- 75% or more
Available
Available
Available
CAMERON BLAKE BOZEMAN
Chief Investment Officer
- CRD
- #5115046
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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MARTIN MICHAEL LYSAGHT
Financial Advisor
- CRD
- #1369304
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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