Magellan Planning Group: new SEC registration, $210M AUM, Atlanta, GA
Magellan Planning Group (Atlanta, Georgia): new SEC registration, $210M AUM, Atlanta, GA. Its amount of 210 is above the median of 135 (68th percentile). Dated 304 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 210 · 68th percentile of 1,225 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Magellan Planning Group |
| Legal name | Magellan Planning Group, INC. |
| CRD | 338739 |
| Status | Approved |
| Registered with the SEC | 2026-01-05 |
| Latest Form ADV filing | 2026-03-31 |
| Location | Atlanta, GA, United States |
| Regulatory AUM | $209,983,000 |
| Accounts | 420 |
| Employees | 3 |
| Website | https://www.magellanplanning.com/ |
| amount percentile | 68th of 1,225 (median 135, 1.6x median) |
| Peer records CSV (26 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-05
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (GA first): Fulcrum Equity Partners, INC. · Highbrook Capital Partners · Tcp Management LLC · Gridline · San Blas Advisory, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Magellan Planning Group and 26 Georgia peers
- Georgia NewRiaPulse records like this one: 26
- Magellan Planning Group's amount: 68th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $210M under management.
- Website on file.
What is the NewRiaPulse record for Magellan Planning Group in Atlanta, Georgia?
Magellan Planning Group received SEC registration as an investment adviser (2026-01-05) with $209,983,000 in regulatory assets under management, based in Atlanta, GA.
How does Magellan Planning Group compare to other Georgia NewRiaPulse records?
Its amount of 210 sits in the upper half (68th percentile) of 1,225 records; the median is 135. It is 304 days old; check the official source for later updates before acting.
Magellan Planning Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Magellan Planning Group | Atlanta, GA | 210 | 68th | 2026-01-05 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.