MINERVA PLANNING GROUP, INC.
Legal name: MINERVA PLANNING GROUP
CRD #127263 SEC #801-80329 DECATUR, GA 404-816-6688
SEC Registered
Total AUM
$198.2M
Discretionary
$197.6M
Employees
4
Clients
26
Accounts
544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $198.2M | $197.6M | $610.7K | 4 | 0 |
| Mar 2025 | $198.2M | $197.6M | $610.7K | 4 | 0 |
| Mar 2025 | $198.2M | $197.6M | $610.7K | 4 | 0 |
| Dec 2024 | $160.6M | $160.6M | $0 | 5 | 0 |
| May 2024 | $160.6M | $160.6M | $0 | 5 | 0 |
| May 2024 | $160.6M | $160.6M | $0 | 5 | 0 |
| Feb 2024 | $160.6M | $160.6M | $0 | 5 | 0 |
| Mar 2023 | $135.6M | $135.6M | $0 | 5 | 0 |
| Mar 2022 | $142.8M | $142.8M | $0 | 5 | 0 |
| Sep 2021 | $121.3M | $121.3M | $0 | 4 | 0 |
| Sep 2021 | $121.3M | $121.3M | $0 | 4 | 0 |
| Feb 2021 | $121.3M | $121.3M | $0 | 4 | 0 |
| Jun 2020 | $128.1M | $105.5M | $22.6M | 4 | 0 |
| May 2020 | $128.1M | $105.5M | $22.6M | 4 | 0 |
| Mar 2020 | $128.1M | $105.5M | $22.6M | 4 | 0 |
| Feb 2019 | $104.8M | $104.8M | $0 | 1 | 22 |
| Feb 2019 | $106M | $94.8M | $11.2M | 1 | 22 |
| Mar 2018 | $105.8M | $99.2M | $6.7M | 1 | 22 |
| Feb 2018 | $105.8M | $99.2M | $6.7M | 1 | 22 |
| Dec 2017 | $91.9M | $69.5M | $22.4M | 1 | 0 |
| Jun 2017 | $91.9M | $69.5M | $22.4M | 1 | 200 |
| Mar 2017 | $91.9M | $69.5M | $22.4M | 3 | 200 |
| Jul 2016 | $103.1M | $80.7M | $22.4M | 6 | 200 |
| Mar 2016 | $103.1M | $80.7M | $22.4M | 6 | 200 |
| Nov 2015 | $102M | $78.6M | $23.4M | 5 | 200 |
| Mar 2015 | $102M | $78.6M | $23.4M | 5 | 200 |
| Dec 2014 | $100M | $72.5M | $27.5M | 5 | 200 |
| Sep 2014 | $100M | $72.5M | $27.5M | 5 | 200 |
| May 2012 | $64.4M | $26.4M | $38M | 1 | 26 |
| May 2012 | $64.4M | $26.4M | $38M | 1 | 26 |
| Apr 2012 | $64.4M | $26.4M | $38M | 1 | 26 |
| Mar 2012 | $64.4M | $26.4M | $38M | 1 | 26 |
| Mar 2012 | $64.4M | $26.4M | $38M | 1 | 26 |
| Mar 2012 | $64.4M | $26.4M | $38M | 1 | 26 |
| Nov 2011 | $68.4M | $23.6M | $44.8M | 1 | 26 |
| Aug 2011 | $68.4M | $23.6M | $44.8M | 5 | -- |
| Apr 2011 | $68.4M | $23.6M | $44.8M | 5 | -- |
| Mar 2011 | $68.4M | $23.6M | $44.8M | 5 | -- |
| Mar 2011 | $45.1M | $0 | $45.1M | 5 | -- |
| Aug 2010 | $45.1M | $0 | $45.1M | 5 | -- |
| Jun 2010 | $45.1M | $0 | $45.1M | 5 | -- |
| Mar 2008 | $48.1M | $0 | $48.1M | 5 | -- |
| Nov 2007 | $45.1M | $987.8K | $44.1M | 5 | -- |
| Mar 2007 | $45.1M | $987.8K | $44.1M | 5 | -- |
| Mar 2006 | $36.7M | $724K | $36M | 5 | -- |
| Feb 2006 | $35.1M | $711K | $34.3M | 5 | -- |
| Sep 2005 | $29.1M | $765.6K | $28.3M | 5 | -- |
| Jun 2004 | $25.4M | $453.3K | $25M | 5 | -- |
| May 2004 | $25.4M | $453.3K | $25M | 5 | -- |
DateSep 2025
Total AUM$198.2M
Discretionary$197.6M
Non-Disc.$610.7K
Employees4
Clients0
DateMar 2025
Total AUM$198.2M
Discretionary$197.6M
Non-Disc.$610.7K
Employees4
Clients0
DateMar 2025
Total AUM$198.2M
Discretionary$197.6M
Non-Disc.$610.7K
Employees4
Clients0
DateDec 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$160.6M
Discretionary$160.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$128.1M
Discretionary$105.5M
Non-Disc.$22.6M
Employees4
Clients0
DateMay 2020
Total AUM$128.1M
Discretionary$105.5M
Non-Disc.$22.6M
Employees4
Clients0
DateMar 2020
Total AUM$128.1M
Discretionary$105.5M
Non-Disc.$22.6M
Employees4
Clients0
DateFeb 2019
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees1
Clients22
DateFeb 2019
Total AUM$106M
Discretionary$94.8M
Non-Disc.$11.2M
Employees1
Clients22
DateMar 2018
Total AUM$105.8M
Discretionary$99.2M
Non-Disc.$6.7M
Employees1
Clients22
DateFeb 2018
Total AUM$105.8M
Discretionary$99.2M
Non-Disc.$6.7M
Employees1
Clients22
DateDec 2017
Total AUM$91.9M
Discretionary$69.5M
Non-Disc.$22.4M
Employees1
Clients0
DateJun 2017
Total AUM$91.9M
Discretionary$69.5M
Non-Disc.$22.4M
Employees1
Clients200
DateMar 2017
Total AUM$91.9M
Discretionary$69.5M
Non-Disc.$22.4M
Employees3
Clients200
DateJul 2016
Total AUM$103.1M
Discretionary$80.7M
Non-Disc.$22.4M
Employees6
Clients200
DateMar 2016
Total AUM$103.1M
Discretionary$80.7M
Non-Disc.$22.4M
Employees6
Clients200
DateNov 2015
Total AUM$102M
Discretionary$78.6M
Non-Disc.$23.4M
Employees5
Clients200
DateMar 2015
Total AUM$102M
Discretionary$78.6M
Non-Disc.$23.4M
Employees5
Clients200
DateDec 2014
Total AUM$100M
Discretionary$72.5M
Non-Disc.$27.5M
Employees5
Clients200
DateSep 2014
Total AUM$100M
Discretionary$72.5M
Non-Disc.$27.5M
Employees5
Clients200
DateMay 2012
Total AUM$64.4M
Discretionary$26.4M
Non-Disc.$38M
Employees1
Clients26
DateMay 2012
Total AUM$64.4M
Discretionary$26.4M
Non-Disc.$38M
Employees1
Clients26
DateApr 2012
Total AUM$64.4M
Discretionary$26.4M
Non-Disc.$38M
Employees1
Clients26
DateMar 2012
Total AUM$64.4M
Discretionary$26.4M
Non-Disc.$38M
Employees1
Clients26
DateMar 2012
Total AUM$64.4M
Discretionary$26.4M
Non-Disc.$38M
Employees1
Clients26
DateMar 2012
Total AUM$64.4M
Discretionary$26.4M
Non-Disc.$38M
Employees1
Clients26
DateNov 2011
Total AUM$68.4M
Discretionary$23.6M
Non-Disc.$44.8M
Employees1
Clients26
DateAug 2011
Total AUM$68.4M
Discretionary$23.6M
Non-Disc.$44.8M
Employees5
Clients--
DateApr 2011
Total AUM$68.4M
Discretionary$23.6M
Non-Disc.$44.8M
Employees5
Clients--
DateMar 2011
Total AUM$68.4M
Discretionary$23.6M
Non-Disc.$44.8M
Employees5
Clients--
DateMar 2011
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees5
Clients--
DateAug 2010
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees5
Clients--
DateJun 2010
Total AUM$45.1M
Discretionary$0
Non-Disc.$45.1M
Employees5
Clients--
DateMar 2008
Total AUM$48.1M
Discretionary$0
Non-Disc.$48.1M
Employees5
Clients--
DateNov 2007
Total AUM$45.1M
Discretionary$987.8K
Non-Disc.$44.1M
Employees5
Clients--
DateMar 2007
Total AUM$45.1M
Discretionary$987.8K
Non-Disc.$44.1M
Employees5
Clients--
DateMar 2006
Total AUM$36.7M
Discretionary$724K
Non-Disc.$36M
Employees5
Clients--
DateFeb 2006
Total AUM$35.1M
Discretionary$711K
Non-Disc.$34.3M
Employees5
Clients--
DateSep 2005
Total AUM$29.1M
Discretionary$765.6K
Non-Disc.$28.3M
Employees5
Clients--
DateJun 2004
Total AUM$25.4M
Discretionary$453.3K
Non-Disc.$25M
Employees5
Clients--
DateMay 2004
Total AUM$25.4M
Discretionary$453.3K
Non-Disc.$25M
Employees5
Clients--