Minerva Planning Group, Inc.
● SEC registered since 2014CRD 127263SEC# 801-80329Decatur, GA
Reg. AUM
$236.9M
Employees
5
Accounts
551
Location
Decatur, GA
Minerva Planning Group, Inc. assets under management
Minerva Planning Group, Inc. is a registered investment adviser overseen by the SEC based in Decatur, GA. The firm has been registered since 2014. It reports $236.9 million in regulatory assets under management and employs 5 people.
Minerva Planning Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Melanne Renee Acker Control | Chief Compliance Officer | Under 5% | 2025 |
| Micah Sanders Porter Control | Chief Executive Officer | Over 75% | 2006 |
Frequently asked questions
How much does Minerva Planning Group, Inc. manage?
Minerva Planning Group, Inc. reports $236.9 million in regulatory assets under management on its Form ADV.
How many employees does Minerva Planning Group, Inc. have?
Minerva Planning Group, Inc. reports 5 employees.
Where is Minerva Planning Group, Inc. located?
Minerva Planning Group, Inc. is based in Decatur, GA and has been SEC-registered since 2014.
Does Minerva Planning Group, Inc. disclose fund performance?
Minerva Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 315 W. Ponce de Leon Avenue, Suite 880, Decatur, GA 30030 |
| Phone | 404-816-6688 |
| Fax | 419-821-2646 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$236.9M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$236.9Mregulatory AUM
Discretionary $236.8MNon-discretionary $85K