RIA Intel›Advisers›Ohio›ATHENS IMPACT LLC

ATHENS IMPACT LLC

Advisory

ATHENS, OH

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account

$128K

across 223 accounts

AUM per adviser

$29M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$29M

Discretionary %

100%

Clients

210

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients210

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

210 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

WHAT ABOUT US FINANCIAL LLC

$29M

STAGE READY FINANCIAL PLANNING LLC

$29M

STRATEGIC RESOURCES PLANNING

TOLEDO, OH

$29M

0.0% 1Y

CUSTER MANAGEMENT INC

NEW ALBANY, OH

$28M

-12.4% 1Y

MANDEL FINANCIAL SERVICES, LLC

CINCINNATI, OH

$28M

SACHEM INVESTMENT COUNSEL INC

PEPPER PIKE, OH

$28M

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