DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Minerva Planning Group

Independent wealth managerDecatur, GeorgiaCRD 127263SEC 801-80329websiteIAPD
Legal name Minerva Planning Group, Inc.
Latest filing Sep 3, 2026
First filing on the tape Nov 29, 2011 · 40 filings
SEC status approved since Sep 17, 2014
RAUM
$237M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$237M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$79.0M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$237M as of Apr 8, 2026
Mar 12, 2012$64.4M then
HNW client RAUM$199M as of Apr 8, 2026
Feb 20, 2018$65.5M then
State-registered IARs (5.B.3)3 as of Apr 8, 2026
Mar 12, 20120 then
Employees (5.A)5 as of Apr 8, 2026
Mar 18, 20155 then
Private funds: no history
RAUM +19% over the last fiscal year+20% a year over threeIARs 3 to 4offices 1 to 3
Practice profile
derived from the filing of Sep 3, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$79.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
41derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.8MderivedHNW RAUM over HNW clients
Average account
$429,871derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
0.8derived4 offices incl. principal (1.F.5)
RAUM growth, one year
+19%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+4.3%derived
Compensation
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individualsreportedItem 5.G
Custody
$66.3M, 55 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$199M84%
  • Individuals$37.5M16%
Individual clients
52reported
HNW clients
70reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
551reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
$66.3M for 55 clientsreported
Compensation
% of AUM, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Micah Sanders PorterCertified Financial Planner, Chartered Financial AnalystDecatur, GaJan 3, 200723 y1
Amy MawsonCertified Financial PlannerDecatur, GaJun 24, 201912 y0
James Christopher BrownCertified Financial PlannerDecatur, Ga May 13, 202419 y2
Christine Marie Larson-PostelCertified Financial PlannerDecatur, Ga Sep 16, 202621 y1
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Sanders Micah Porter · Chief Executive Officer And Chief Compliance Officercontrol
    since 05/2006 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Minerva Planning Group as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Decatur, Ga · principal410
Offices
Schedule D 1.F, the 25 largest
  • , 1 employees
What changed
consecutive filings, newest first
  • Advisory employees · 3 to 4
    Apr 8, 2026 to Sep 3, 2026
  • Employees · 5 to 6
    Apr 8, 2026 to Sep 3, 2026
  • Financial planning clients · 26-50 to 26-50
    Apr 8, 2026 to Sep 3, 2026
  • State-registered IARs · 3 to 4
    Apr 8, 2026 to Sep 3, 2026
  • Other offices · 2 to 3
    Apr 8, 2026 to Sep 3, 2026
  • Related adviser · false to unset
    Apr 8, 2026 to Sep 3, 2026
  • Related bank · false to unset
    Apr 8, 2026 to Sep 3, 2026
  • Related broker-dealer · false to unset
    Apr 8, 2026 to Sep 3, 2026
  • Related insurance company · false to unset
    Apr 8, 2026 to Sep 3, 2026
  • Succession · false to unset
    Apr 8, 2026 to Sep 3, 2026
  • Accounts · 544 to 551
    Sep 17, 2025 to Feb 17, 2026
  • HNW clients · 60 to 70
    Sep 17, 2025 to Feb 17, 2026
  • Individual clients · 57 to 52
    Sep 17, 2025 to Feb 17, 2026
  • Assets in custody · $54.1M to $66.3M
    Sep 17, 2025 to Feb 17, 2026
  • Employees · 4 to 5
    Sep 17, 2025 to Feb 17, 2026
  • Other offices · 1 to 2
    Sep 17, 2025 to Feb 17, 2026
  • Discretionary RAUM · $198M to $237M
    Sep 17, 2025 to Feb 17, 2026
  • HNW RAUM · $162M to $199M
    Sep 17, 2025 to Feb 17, 2026
  • Individual RAUM · $36.5M to $37.5M
    Sep 17, 2025 to Feb 17, 2026
  • Non-discretionary RAUM · $610,680 to $84,922
    Sep 17, 2025 to Feb 17, 2026
  • RAUM · $198M to $237M
    Sep 17, 2025 to Feb 17, 2026
  • Accounts · 494 to 544
    Dec 17, 2024 to Mar 18, 2025
  • Advisory employees · 2 to 3
    Dec 17, 2024 to Mar 18, 2025
  • Advisory activities · 3 to 2
    Dec 17, 2024 to Mar 18, 2025
  • HNW clients · 55 to 60
    Dec 17, 2024 to Mar 18, 2025
  • Individual clients · 51 to 57
    Dec 17, 2024 to Mar 18, 2025
  • Assets in custody · $1.9M to $54.1M
    Dec 17, 2024 to Mar 18, 2025
  • Employees · 5 to 4
    Dec 17, 2024 to Mar 18, 2025
  • Financial planning clients · 26-50 to 26-50
    Dec 17, 2024 to Mar 18, 2025
  • State-registered IARs · 2 to 3
    Dec 17, 2024 to Mar 18, 2025
  • Discretionary RAUM · $161M to $198M
    Dec 17, 2024 to Mar 18, 2025
  • HNW RAUM · $129M to $162M
    Dec 17, 2024 to Mar 18, 2025
  • Individual RAUM · $31.7M to $36.5M
    Dec 17, 2024 to Mar 18, 2025
  • Non-discretionary RAUM · $0 to $610,680
    Dec 17, 2024 to Mar 18, 2025
  • RAUM · $161M to $198M
    Dec 17, 2024 to Mar 18, 2025
  • Other offices · 0 to 1
    May 1, 2024 to May 7, 2024
  • Accounts · 454 to 494
    Mar 8, 2023 to Feb 7, 2024
  • HNW clients · 46 to 55
    Mar 8, 2023 to Feb 7, 2024
  • Individual clients · 54 to 51
    Mar 8, 2023 to Feb 7, 2024
  • Assets in custody · unset to 1940383.0
    Mar 8, 2023 to Feb 7, 2024
Signals
2 dated events
  • Christine Marie Larson-Postel registered as an investment adviser representative at Minerva Planning Group
    Sep 16, 2026 · Advisor registered · fact
  • Minerva Planning Group filed its initial SEC registration (Form ADV)
    Sep 5, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Business phone
404-816-6688reportedpublished by the firm, firm site, Sep 16, 2026
Business phone
419-821-2646reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile
linkedin.com/company/minerva-planning-groupreportedpublic record, Form ADV, Sep 17, 2026
Website
MINERVAPLANNINGGROUP.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
404-816-6688reportedpublic record, Form ADV, Sep 3, 2026
Contact form
minervaplanninggroup.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Team page
minervaplanninggroup.com/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$79.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026