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| Athena Investment Management
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|---|---|
| CRD # | 106542 |
| SEC # | 801-13100 |
| CIK # | 0000215156, 0001921093, 0002128928, 0001785280 |
| AUM | 342.1 M (2026-03-31) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 925-254-1649 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 7.1 | ||
| Microsoft Corp | 5.2 | ||
| Apple Inc | 4.3 | ||
| United Technologies Corp /DE/ | 2.9 | ||
| AbbVie Inc | 2.5 | ||
| General Electric Co | 2.4 | ||
| PepsiCo Inc | 2.2 | ||
| Chevron Corp | 2.2 | ||
| Broadcom Inc | 2.1 | ||
| Johnson & Johnson | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 19.6 |
| (b) Individuals (high net worth individuals) | 51 | 262.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 55.3 |
| (n) Other | 0 | 0.0 |
| Total | 399 | 342.1 |
| By Discretionary | ||
| Discretionary | 395 | 341.4 |
| Non-Discretionary | 4 | 0.7 |
| Total | 399 | 342.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 342.0 | |
| Total | 399 | 342.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001785280] | |
| 13F-HR | [0001921093] | |
| D | [0002128928] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 341.6 M |
|
Petros Family Wealth LLC
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|
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|
Ergawealth Advisors Inc
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IL | 341.5 M |
|
Blue Investment Management LLC
✚
|
FL | 341.4 M |