Minerva Planning Group
Minerva Planning Group is an SEC-registered wealth manager in Decatur, GA with $236.9M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Minerva Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127263, SEC 801-80329, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $236.9M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- Decatur, GA
- Employees
- 5
- Clients
- 122
- CRD
- 127263
- Ownership
- PORTER, MICAH, SANDERS; PORTER, SANDRA, RUTH; Acker, Melanne, Renee; PORTER, MICAH
How much AUM does Minerva Planning Group have?
Minerva Planning Group reported $236.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Minerva Planning Group?
Disclosed owners and executives of Minerva Planning Group include PORTER, MICAH, SANDERS, PORTER, SANDRA, RUTH, Acker, Melanne, Renee, PORTER, MICAH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.