# Minerva Planning Group

> Minerva Planning Group is an SEC-registered investment advisory firm in Decatur, GA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 127263
- Filed as: MINERVA PLANNING GROUP
- Legal name: Minerva Planning Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Decatur, GA
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127263
- AdvisorCensus page: https://advisorcensus.com/firm/minerva-planning-group-decatur-ga-127263

## Quick answers

**How is Minerva Planning Group compensated?**
On its Form ADV (Item 5.E, October 2026), Minerva Planning Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Minerva Planning Group located?**
Minerva Planning Group's principal office is in Decatur, GA, according to its Form ADV.

**Is Minerva Planning Group registered with the SEC or a state?**
Minerva Planning Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 127263.

**How much does Minerva Planning Group manage?**
Minerva Planning Group reports $236,858,996 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Minerva Planning Group's assets and staff changed since 2021?**
In the Form ADV data for Minerva Planning Group: Regulatory assets under management: $121,273,710 in the October 2021 data and $236,858,996 in the October 2026 data, up 95%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Minerva Planning Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (52).

**Which custodians does Minerva Planning Group use?**
Minerva Planning Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Minerva Planning Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127263

**Does Minerva Planning Group state an account minimum?**
Its Form ADV Part 2A brochure dated April 8, 2026 says: "MPG generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. This relationship size minimum may only be waived at the Advisor’s sole discretion."

**What changed in Minerva Planning Group's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 4. Registered or notice-filed in OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated April 8, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> MPG generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. This relationship size minimum may only be waived at the Advisor’s sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $236,858,996
- Discretionary: $236,774,074
- Non-discretionary: $84,922

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $37,539,654 |
| High net worth individuals | 70 | $199,319,342 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, NC, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- minervaplanninggroup.com
- LinkedIn @minerva-planning-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,273,710 | 4 | September 29, 2021 |
| October 2022 | $142,761,591 | 5 | March 8, 2022 |
| October 2023 | $135,620,719 | 5 | March 8, 2023 |
| October 2024 | $160,594,485 | 5 | May 7, 2024 |
| October 2025 | $198,248,921 | 4 | March 18, 2025 |
| October 2026 | $236,858,996 | 6 | September 22, 2026 |

Regulatory assets under management: $121,273,710 in the October 2021 data and $236,858,996 in the October 2026 data, up 95%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in OH.

### March 2026
- Regulatory assets under management went from $198,248,921 to $236,858,996 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Minerva Planning Group (CRD 127263): Form ADV filing data as of October 2026.