Athena Capital Advisors

Athena Capital Advisors

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55 Old Bedford Rd Suite 302

Lincoln, MA 1773

781-274-9300

athenacapital.com

No. advisers: 55

AUM: $5,498,267,791

Asset Breakdown

Staff
Employees 55
Clients
High-net-worth individuals 76-99%
Financial planning clients N/A
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $4,884,524,147 408 $11,971,873
Non-discretionary 613743644 63 $9,741,963
Total $5,498,267,791 471 $11,673,605

RIA Rundown: By the Numbers

June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....

Applause, please: Financial advisers win Community Leadership Awards

September 29, 2016 - The charitable contributions of five financial advisers and two firms were honored Thursday night at the 10th annual Community Leadership Awards, presented by the Invest in Others Charitable Foundation and InvestmentNews. "It's resoundingly clear that...

2016 Community Leadership Awards finalists named

September 25, 2016 - The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The 10th annual awards will be given to five...

Philanthropic advisers and firms named as finalists for Community Leadership Awards

August 4, 2016 - The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The tenth annual awards will be given to...

Mutual fund industry comes up short when it comes to women portfolio managers

July 26, 2015 - The $12.6 trillion mutual fund industry is coming up short when it comes to women portfolio managers, and investors may have the most to lose from this deficiency. A recent analysis by Morningstar Inc. estimated that only 9% of the nation's 7,410 mutual...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

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