RIA Intel›Advisers›ATHENA INVESTMENT MANAGEMENT

ATHENA INVESTMENT MANAGEMENT

Advisory

N·

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$342M
1-Year AUM Growth
+12.4%
3-Year CAGR
+12.8%
Employees
1
Assets Under Management
Total AUM$342M
Discretionary AUM$341M
Non-Discretionary AUM$711K
Discretionary %99.8%
Total Clients90
Team
Total Employees1
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record33
First FilingMar 29, 2001
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 25+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on ATHENA INVESTMENT MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →