Athena Investment Management
● SEC registered since 1977CRD 106542SEC# 801-13100
Reg. AUM
$342.1M
Employees
5
Accounts
399
Location
—
Athena Investment Management assets under management
Athena Investment Management operates as an SEC-registered investment adviser. The firm has been registered since 1977. It reports $342.1 million in regulatory assets under management and employs 5 people.
Athena Investment Management owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jack Edward Andrews Control | President, Chief Financial Officer, Chief Compliance Officer, Corporate Secretary, And Director | Over 75% | 2005 |
Frequently asked questions
How much does Athena Investment Management manage?
Athena Investment Management reports $342.1 million in regulatory assets under management on its Form ADV.
How many employees does Athena Investment Management have?
Athena Investment Management reports 5 employees.
Does Athena Investment Management disclose fund performance?
Athena Investment Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 925-254-1649 |
| Fax | 925-287-9454 |
| Office hours | 8:00 - 4:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 215156 |
| Discloses disciplinary history | No |
Regulatory AUM
$342.1M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$342.1Mregulatory AUM
Discretionary $341.4MNon-discretionary $711K