MINERVA PLANNING GROUP
MINERVA PLANNING GROUP, INC. Legal Name
Adviser information for MINERVA PLANNING GROUP last updated from Form ADV on February 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 494 | $160.6M |
Non-Discretionary | 0 | $0 |
Total | 494 | $160.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 51 | $31.7M |
HNW Individuals | 55 | $128.9M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-80329 |
---|---|
SEC ERA File Number | 801-80329 |
SEC CIK Numbers | None |
SEC CRD Numbers | 127263 |
Legal Entity Identifier | None |
Principal Office
315 W. PONCE DE LEON AVENUESUITE 915
DECATUR
GA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 404-816-6688, Fax: 419-821-2646
Chief Compliance Officer
MICAH PORTER
PRESIDENT
315 PONCE DE LEON AVENUE
SUITE 915
DECATUR
GA
United States
Tel:
404-816-6688
Fax:
419-821-2646
M*******@***********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PORTER, MICAH, SANDERS | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 05/2006 | > 75% |