RIA Intel›Advisers›Georgia›MINERVA PLANNING GROUP, INC.

MINERVA PLANNING GROUP, INC.

Advisory

N·DECATUR, GA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Total AUM
$237M
1-Year AUM Growth
+47.5%
3-Year CAGR
+20.6%
Employees
3
Assets Under Management
Total AUM$237M
Discretionary AUM$237M
Non-Discretionary AUM$85K
Discretionary %100%
Total Clients117
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record55
First FilingMay 13, 2004
Latest FilingFeb 17, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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