Athena Advisory RIA, LLC
CRD 328227SEC# 801-128910Austin, TX
No longer SEC-registered. Athena Advisory RIA, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2K
Employees
10
Accounts
1
Location
Austin, TX
Athena Advisory RIA, LLC assets under management
Athena Advisory RIA, LLC is a registered investment adviser overseen by the SEC based in Austin, TX. It reports $2,000 in regulatory assets under management and employs 10 people.
Athena Advisory RIA, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Athena Advisory Corporation Control | Member | Over 75% | 2023 |
| Brian Michael Cosmano | Ceo, Cco | Under 5% | 2023 |
| Brian Michael Cosmano Control | Shareholder | Over 75% | 2021 |
Frequently asked questions
How much does Athena Advisory RIA, LLC manage?
Athena Advisory RIA, LLC reports $2,000 in regulatory assets under management on its Form ADV.
How many employees does Athena Advisory RIA, LLC have?
Athena Advisory RIA, LLC reports 10 employees.
Where is Athena Advisory RIA, LLC located?
Athena Advisory RIA, LLC is based in Austin, TX.
Does Athena Advisory RIA, LLC disclose fund performance?
Athena Advisory RIA, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 West 5th Street, Suite 1100, Austin, TX 78701 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2KNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$2Kregulatory AUM
Discretionary $2K