A
CRD: 106542
Athena Investment Management
Orinda, CA
9252541649
$342.1M Total AUM
$341.4M Disc. AUM
12.9% 3Y CAGR
5 Employees
102 ADV. Clients
49 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-16-1977
- Office Locations
- 1
Office Locations
180 South Lake Ave. Suite 610 Pasadena CA
About Athena Investment Management
Athena Investment Management is a Orinda-based RIA. The firm has been operating for 49 years. Managing $342.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Estate Planning.
Team overview
-- AVG AGE
$342.1M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
29 yrs AVG TENURE
5 Employees
1 Advisory Reps
0 RIA Reps
49yrs Firm Age
Insights
Unlock to see real insight on north matrix.
Unlock to see real insight on vector momentum.
Unlock to see real insight on glacier beacon focus.
Open the full profile to inspect shifts in foundation eagle.
See the complete signal summary connected to foundation.
Unlock to see real insight on focus quantum.
Unlock to see real insight on pioneer insight.
Upgrade to reveal position-level detail across unison catalyst.
Asset Classes
Summit Horizon crest
Investment Vehicles
Horizon
Services
Timber fusion Value zenith Oak quantum Ember Element Unison delta Atlas
Owner & Executives
J
JACK EDWARD ANDREWS III
Chief Compliance Officer, Chief Financial Officer, Corporate Secretary, DIRECTOR, President
- CRD
- #2072580
- Ownership
- 75% or more
(458) 589-3118
radial.horizon@horizoncapital.com
in linkedin.com/in/bridge-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,411,210 | $864,332 |
| Non-Discretionary | $711,452 | $177,863 |
| Total | $342,122,662 | $857,450 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $342,122,662
Equity - Exchange:
13.5% Public Funds:
19.2% U.S. Government/Agency:
15.6% Cash:
24.2% Corporate - Investment Grade:
9.1% Municipal Bonds:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $252,974,173 | 13.5% |
| Public Funds | $359,785,490 | 19.2% |
| U.S. Government/Agency | $292,325,711 | 15.6% |
| Cash | $453,479,628 | 24.2% |
| Corporate - Investment Grade | $170,523,331 | 9.1% |
| Municipal Bonds | $344,794,428 | 18.4% |
| Total | $1,873,882,761 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK CATALYST | FOUNDATION PEAK | 8K1LF774W | RUNMR | 4.17% | $61,056,613 |
| ALPHA MOMENTUM | BEACON TIMBER | TKXHQQ04T | MIUG | 10.64% | $69,598,390 |
| ATLAS QUANTUM | PATHWAY CAPITAL | 3NL8KYAZA | EDSES | 7.79% | $46,178,957 |
| HORIZON RADIAL | VERTEX OPTIMA | 9GO5DTFWV | VNN | 5.67% | $7,846,759 |
| VITAL INSIGHT | OAK PIONEER | ECDHNWDK0 | NECZ | 2.83% | $19,476,313 |
| OAK VITAL MOMENTUM | FUSION HORIZON | G12TA60V7 | KZV | 5.86% | $87,780,875 |
| TIMBER BEACON ATLAS | MERIDIAN MERIDIAN | KQWCEESRI | CQDC | 1.99% | $93,538,613 |
| DELTA CREST MERIDIAN | CATALYST PATHWAY | FPDB6OUP8 | DUILJ | 3.54% | $60,831,418 |