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 9 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 26 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 7 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 14 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 7 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 7 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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