Athena Capital Advisors LLC

Athena Capital Advisors LLC (CRD# 124062) is a financial advisory firm headquartered in Lincoln, MA. They manage $5,998,712,663 in 446 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,999
    MILLION
  • Total Number of Accounts
    446
    ACCOUNTS
  • Average Account Value
    $13,450,028
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Athena Capital Advisors LLC
Showing 1 - 10 of 16 top financial advisors.
1
Todd A. Burchett
CRD#: 5030627
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
96
Wealthminder
score

Todd Burchett (CRD# 5030627) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 11 years of experience in the finance industry.

2
Katherine D. Burke
CRD#: 5322910
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
96
Wealthminder
score

Katherine Burke (CRD# 5322910) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 10 years of experience in the finance industry.

3
Lisette S. Cooper
CRD#: 1795128
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
96
Wealthminder
score

Lisette Cooper (CRD# 1795128) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 27 years of experience in the finance industry.

4
Michael Lear
CRD#: 5661089
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
96
Wealthminder
score

Michael Lear (CRD# 5661089) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 8 years of experience in the finance industry.

5
Alex M. Paul
CRD#: 4493608
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
96
Wealthminder
score

Alex Paul (CRD# 4493608) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 15 years of experience in the finance industry.

6
Katharine M. Huntington
CRD#: 5626060
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
93
Wealthminder
score

Katharine Huntington (CRD# 5626060) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 8 years of experience in the finance industry.

7
Tyler P. Rodday
CRD#: 4483709
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
93
Wealthminder
score

Tyler Rodday (CRD# 4483709) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 8 years of experience in the finance industry.

8
Jeffrey J. Egizi
CRD#: 6572767
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
90
Wealthminder
score

Jeffrey Egizi (CRD# 6572767) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has 1 year of experience in the finance industry.

9
Jeffrey S. Finkelman
CRD#: 6523935
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
90
Wealthminder
score

Jeffrey Finkelman (CRD# 6523935) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has 1 year of experience in the finance industry.

10
Matthew A. Katz
CRD#: 5069216
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773
90
Wealthminder
score

Matthew Katz (CRD# 5069216) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.