DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M••••••• P••••••• G••••
Legal name M••••••• P••••••• G••••• I•••
Latest filing Mar 31, 2026
First filing on the tape Jan 2, 2026 · 2 filings
SEC status approved since Jan 5, 2026
RAUM
$210M
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
98%
$206M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$70.0M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$210M as of Mar 31, 2026
Jan 2, 2026$0 then
HNW client RAUM: $148M
State-registered IARs (5.B.3)3 as of Mar 31, 2026
Jan 2, 20262 then
Employees (5.A)3 as of Mar 31, 2026
Jan 2, 20262 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $70.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 82derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $499,960derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$148M70%
- Individuals$58.5M28%
- Corporations and businesses$4.0M1.9%
- Individual clients
- 186reported
- HNW clients
- 61reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 420reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J• K•••• M••••••Certified Financial Planner | Atlanta, Ga | Jan 5, 2026 | 28 y | 5 |
| C•••••• B•••• B•••••• | Atlanta, Ga | Jan 6, 2026 | 19 y | 5 |
| M••••• M•••••• L•••••• | Atlanta, Ga | Jan 12, 2026 | 40 y | 3 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- M••••• M•••••• L•••••• from B••••••••• L•• I••••••••• C••••••Jan 12, 2026 · RIA to a newly registered adviser
- C•••••• B•••• B•••••• from C••••• I••••••••• A••••••• L••Jan 6, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
- J• K•••• M•••••• from C••••• I••••••••• A••••••• L••Jan 5, 2026 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from C••••• I••••••••• A••••••• L••Dec 31, 2025 · Atlanta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••• J• K•••• · Ceo And Chief Compliance Officercontrolsince 01/2003 · owns 75% or more
- B••••••• C••••••• B•••• · Ciosince 01/2015 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 3 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 0 to 420Jan 2, 2026 to Mar 31, 2026
- Advisory employees · 2 to 3Jan 2, 2026 to Mar 31, 2026
- Corporate clients · unset to 4.0Jan 2, 2026 to Mar 31, 2026
- HNW clients · unset to 61.0Jan 2, 2026 to Mar 31, 2026
- Individual clients · unset to 186.0Jan 2, 2026 to Mar 31, 2026
- Employees · 2 to 3Jan 2, 2026 to Mar 31, 2026
- State-registered IARs · 2 to 3Jan 2, 2026 to Mar 31, 2026
- Discretionary RAUM · $0 to $197MJan 2, 2026 to Mar 31, 2026
- HNW RAUM · unset to 147520000.0Jan 2, 2026 to Mar 31, 2026
- Individual RAUM · unset to 58513000.0Jan 2, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $13.4MJan 2, 2026 to Mar 31, 2026
- RAUM · $0 to $210MJan 2, 2026 to Mar 31, 2026
Signals
1 dated events
- 2 advisors left C••••• I••••••••• A••••••• L•• (Atlanta, GA) for M••••••• P••••••• G•••• on the same dayDec 31, 2025 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- hali@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- b••••@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- concierge@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- k••••@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- mary@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 678-894-8032reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 404-257-3329reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 404-257-8811reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/magellan-planning-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- magellanplanning.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-257-8811reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $70.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026