RIA Intelligence

ATHENA ADVISORY RIA, LLC

Legal name: ATHENA ADVISORY

CRD #328227 SEC #801-128910 AUSTIN, TX (773) 814-6337
SEC Registered
Total AUM
$2K
Discretionary
$2K
Employees
10
Clients
0
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COSMANO, BRIAN, MICHAELICCONA
COSMANO, BRIAN, MICHAELICEO, CCONA
COSMANO, BRIAN, MICHAELICEO, CCONA
COSMANO, BRIAN, MICHAELICEO, CCONA
ATHENA ADVISORY CORPORATIONDEMEMBERE Control
ATHENA ADVISORY CORPORATIONDEMEMBERE Control
ATHENA ADVISORY CORPORATIONDEMEMBERE Control
ATHENA ADVISORY CORPORATIONDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
COSMANO, BRIAN, MICHAELIATHENA ADVISORY CORPORATIONE Control
COSMANO, BRIAN, MICHAELIATHENA ADVISORY CORPORATIONE Control
COSMANO, BRIAN, MICHAELIATHENA ADVISORY CORPORATIONE Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (3)

CA IL TX

Address

201 WEST 5TH STREET
SUITE 1100
AUSTIN, TX 78701
United States
Phone: (773) 814-6337