Athena Capital Advisors LLC

Athena Capital Advisors LLC (CRD# 124062) is a financial advisory firm headquartered in Lincoln, MA. They manage $6,253,699,679 in 438 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,254
    MILLION
  • Total Number of Accounts
    438
    ACCOUNTS
  • Average Account Value
    $14,277,853
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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.

CA, MA, NY

Financial Advisors at Athena Capital Advisors LLC
Showing 1 - 10 of 18 top financial advisors.
1
Tzvetelina G. Botchoukova
CRD#: 6828879
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Tzvetelina Botchoukova (CRD# 6828879) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 3 years of experience in the finance industry.

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

Katherine Burke (CRD# 5322910) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 13 years of experience in the finance industry.

3
Douglas M. Cohen
CRD#: 2510583
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Douglas Cohen (CRD# 2510583) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 25 years of experience in the finance industry.

4
Lisette S. Cooper
CRD#: 1795128
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Lisette Cooper (CRD# 1795128) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 30 years of experience in the finance industry.

5
Jeffrey S. Finkelman
CRD#: 6523935
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

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.

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

Katharine Huntington (CRD# 5626060) 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.

7
Matthew A. Katz
CRD#: 5069216
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

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.

8
Ryan T. Little
CRD#: 6560752
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Ryan Little (CRD# 6560752) 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
Alex M. Paul
CRD#: 4493608
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

Alex Paul (CRD# 4493608) is an Investment Advisor Representative working at Athena Capital Advisors LLC in Lincoln, MA and has over 18 years of experience in the finance industry.

10
John M. Raus
CRD#: 6395276
55 Old Bedford Rd, Suite 302, Lincoln, MA 01773

John Raus (CRD# 6395276) 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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