MINERVA PLANNING GROUP, INC.
DBA: MINERVA PLANNING GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $236.9M |
| Discretionary | $236.8M100% of AUM |
| Non-Discretionary | $85K |
| Client Accounts | 551 |
| Avg Account Size | $430K |
| Employees | 5 |
| Peak AUM | $236.9MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $237M | +19.5% | +19.8% | +13.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $236.9M |
| Discretionary | $236.8M |
| Employees | 5 |
| Client Accounts | 551 |
| Client Range | 26-50 |
Contact & Location
Address
315 W. PONCE DE LEON AVENUE
DECATUR GA 30030
Phone
404-816-6688
Filing History
64 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$237M
100.0% of AUM
Non-Discretionary
$84,922
0.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported