← Back to searchVisit website
MINERVA PLANNING GROUP
MINERVA PLANNING GROUP, INC.
CRD 127263 · SEC 801-80329
315 W. PONCE DE LEON AVENUE, SUITE 880, DECATUR, GA, 30030, United States
Phone
404-816-6688
Fax
419-821-2646
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$236.9M
Discretionary AUM
$236.8M
Team
5 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $37.5M |
| High net worth individuals | 70 | $199.3M |
States served
GA, LA, NC, TX, NH
All web addresses on file
Official SEC filing: View on IAPD