ATHENAINVEST ADVISORS LLC
CRD #146224 SEC #801-69258 GREENWOOD VILLAGE, CO (877) 430-5675
SEC Registered
Total AUM
$80.4M
Discretionary
$80.4M
Employees
5
Clients
0
Accounts
1,253
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | NA | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | NA | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| ATHENAINVEST, INC. | DE | MEMBER | E | Control |
| 2015 CRAIG T CALLAHAN FAMILY GST TRUST | DE | MEMBER | C | |
| 2015 CRAIG T CALLAHAN FAMILY GST TRUST | DE | MEMBER | C | |
| 2015 CRAIG T CALLAHAN FAMILY GST TRUST | DE | MEMBER | C | |
| 2015 CRAIG T CALLAHAN FAMILY GST TRUST | DE | MEMBER | C | |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, CHARLES, THOMAS | I | CEO | C | Control |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A | |
| HOWARD, ANDREW, CHARLES | I | CHIEF COMPLIANCE OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| BORUS, JUSTIN, BRADLEY | I | JBB HOLDINGS INC. | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| JBB HOLDINGS INC. | DE | LAZARUS INVESTMENT HOLDINGS LLC | E | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| CALLAHAN, CRAIG, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| HOWARD, CHARLES, THOMAS | I | ATHENAINVEST, INC. | C | Control |
| IBEX INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST, INC. | C | |
| IBEX INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST, INC. | C | |
| IBEX INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST, INC. | C | |
| IBEX INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST, INC. | C | |
| IBEX INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST, INC. | C | |
| JONSON, ERIC, LYNN | I | 2015 CRAIG T CALLAHAN FAMILY GST TRUST | C | |
| JONSON, ERIC, LYNN | I | 2015 CRAIG T CALLAHAN FAMILY GST TRUST | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST INC | C | |
| LAZARUS INVESTMENT HOLDINGS LLC | DE | ATHENAINVEST, INC. | C |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (12)
AZ CA CO FL ID MN MO MT NY OR TX WA
Address
5340 S. QUEBEC ST.SUITE 320-S
GREENWOOD VILLAGE, CO 80111
United States
Phone: (877) 430-5675