Athena Investment Management

$342.1MAssets under management
as of Mar 2026 · SEC Form ADV
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Tech stack

No one at Athena Investment Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $240M held · filed Mar 2024