$22.7M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2020
- Office Locations
- 1
Office Locations
-- Newport Beach CA
About Athos Capital Advisors
Athos Capital Advisors is a founder-led RIA in Newport Beach, CA providing financial planning and discretionary portfolio management for individuals, including business owners and entrepreneurs. The firm emphasizes long-term wealth building, retirement readiness, and risk-aware asset allocation tailored to each client’s goals. Portfolios are implemented primarily with ETFs and custodied at Schwab and Fidelity.
Team overview
33 AVG AGE
$22.7M AVG AUM / ADVISOR
$613.5K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
Henry Miketa
Founder, President
- CRD
- #7245235
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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