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MINERVA PLANNING GROUP
Legal name: MINERVA PLANNING GROUP, INC.
CRD 127263File 801-80329
APPROVED
Retail clients
Custody
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$236.9M
Below cohort median (national)
Discretionary AUM
$236.8M
Non-discretionary $85K
Clients
122
551 accounts
Employees
5
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 17, 2014
- Principal office
- 315 W. PONCE DE LEON AVENUE, SUITE 880, DECATUR, GA, 30030
- Phone
- 404-816-6688
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $236.9M
- Discretionary AUM
- $236.8M
- Non-discretionary AUM
- $85K
- Discretionary accounts
- 550
- Non-discretionary accounts
- 1
- Total accounts
- 551
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $199.3M |
| Individuals (other than high net worth individuals) | 52 | $37.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.