Atlantic Planning Group, Llc
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ADV data as of Jul 30, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 11
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $0 | — |
| High net worth individuals | 7 | $0 | — |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Wells Battersby | Registered representative | CFP | Aug 1998 (28y) | |
| Michael Francis Broderick | Registered representative | Aug 1998 (28y) | ||
| Jason C Vanderstreet | Registered representative | Dec 2010 (16y) | ||
| Christopher M Eppich | Registered representative | Dec 2017 (9y) | ||
| Leon Patrick Martin | Registered representative | Dec 2017 (9y) | ||
| Joanna Antonopoulos | Registered representative | Feb 2019 (7y) | ||
| Patrick James Battersby | Registered representative | Aug 2023 (3y) | ||
| Rory Mc Nabb | Registered representative | Aug 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗