Athena Investment Management
Athena Investment Management is an SEC-registered ria with $342.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Athena Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106542, SEC 801-13100, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $342.1M (2026-03-31)
- Firm type
- Ria
- Employees
- 5
- Clients
- 102
- CRD
- 106542
- Ownership
- POWER, STUART, EDGAR; ANDREWS, JACK, EDWARD; ANDREWS, JACK
How much AUM does Athena Investment Management have?
Athena Investment Management reported $342.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Athena Investment Management?
Disclosed owners and executives of Athena Investment Management include POWER, STUART, EDGAR, ANDREWS, JACK, EDWARD, ANDREWS, JACK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.