ATHENA ADVISORY

ATHENA ADVISORY RIA, LLC Legal Name

Adviser information for ATHENA ADVISORY last updated from Form ADV on February 16th, 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	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	15
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
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	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-128910
SEC ERA File Number	801-128910
SEC CIK Numbers	None
SEC CRD Numbers	328227
Legal Entity Identifier	None

Principal Office

201 W 5TH STREET
STE 1100
AUSTIN
TX
United States

Monday - Friday, 9 AM - 5 PM

Tel: (773) 814-6337, Fax: None

Websites

www.advicebyathena.com

Chief Compliance Officer

BRIAN COSMANO

201 W 5TH STREET

STE 1100

AUSTIN

United States

Tel: (773) 814-6337

C******@*****************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners