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CIO · Magellan Planning Group

Cameron B. Bozeman

CRD 5115046 · Named on Form ADV at one SEC-registered adviser

At a glance

Magellan Planning Group, an SEC-registered wealth manager based in Atlanta, GA with $210 million in regulatory assets, lists Cameron B. Bozeman on its Form ADV as CIO.

Firms and roles

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Cameron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • J K. MeadersCEO and Chief Compliance Officer, Magellan Planning Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cameron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.