Athena Capital Advisors
Athena Capital Advisors's Overview
Athena Capital Advisors, founded in 1993, is a registered investment advisor (RIA) specializing in providing comprehensive wealth management, investment advisory, and outsourced Chief Investment Officer (OCIO) services. They cater primarily to ultra-high-net-worth individuals, families, endowments, and foundations. Known for its customized portfolio construction, risk management, and expertise in impact investing, Athena Capital Advisors emphasizes a client-centric approach to achieve long-term financial objectives. In May 2023, it was announced that Athena Capital Advisors would be joining Franklin Templeton, a global investment management organization, to further enhance its wealth management capabilities and reach.
Where is Athena Capital Advisors's Headquarters?
HQ Function
Serves as the primary operational center for investment strategy, client relationship management, research, and administrative functions.
Notable Features:
Located in a suburban setting, likely offering a professional office environment conducive to focused work and discreet client interactions. Specific architectural highlights are not publicly emphasized.
Work Culture:
Characterized by a focus on intellectual rigor, client service excellence, ethical practices, and collaborative teamwork. The environment likely fosters deep analytical thinking and long-term strategic planning.
HQ Significance:
The headquarters is central to Athena's operations, housing key decision-makers and the core team responsible for managing client assets and developing investment philosophies, now integrated within the Franklin Templeton framework.
Values Reflected in HQ: The headquarters likely reflects values of stability, discretion, professionalism, and a commitment to client success, aligning with the nature of wealth management.
Location:
While Athena Capital Advisors' physical offices are located in the United States (Lincoln, MA, and New York, NY), they serve clients with global financial interests and invest across global markets. As part of Franklin Templeton, they now have access to a significantly expanded global network and resources, supporting international investment strategies and client needs.
Street Address:
125 Lincoln Road
City:
Lincoln
State/Province:
MA
Country:
USA
Athena Capital Advisors's Global Presence
New York, New York, USA
Address: 575 Fifth Avenue, New York, NY 10017
To serve high-net-worth clients and institutions in the New York region and act as a strategic hub for East Coast operations and networking.
Buying Intent Signals for Athena Capital Advisors
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Executive Team of Athena Capital Advisors
As of April 2025, Athena Capital Advisors' leadership includes:
Investors of Athena Capital Advisors
Athena Capital Advisors has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
The primary executive news in the last 12 months relates to Athena Capital Advisors joining Franklin Templeton. While specific hires/exits directly at Athena post-transition may not be widely publicized, key leadership is expected to continue in significant roles within the Franklin Templeton structure. No specific high-profile executive hires or departures from the core Athena team have been announced independently in the past year, aside from the broader organizational integration.
Technology (Tech Stack) used by Athena Capital Advisors
Discover the tools Athena Capital Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Athena Capital Advisors Email Formats and Examples
Athena Capital Advisors likely utilizes email formats such as [first_initial][last]@athenacapital.com or [first].[last]@athenacapital.com. With the integration into Franklin Templeton, new personnel might also use franklintempleton.com addresses, or existing Athena emails may be aliased or migrated.
[first_initial][last]@athenacapital.com
Format
lcooper@athenacapital.com
Example
80%
Success rate
News and media
PR Newswire • May 4, 2023
Athena Capital Advisors to Join Franklin Templeton
Athena Capital Advisors, a leading registered investment advisor (RIA) with approximately $6 billion in assets under management, announced it will join Franklin Templeton. This strategic move is intended to enhance Franklin Templeton's wealth management capabilities, particularly for ultra-high-net-worth clients and in the area of impact investing....more
WealthManagement.com • May 5, 2023
Franklin Templeton Acquires $6B UHNW-Focused RIA Athena Capital Advisors
Franklin Templeton has agreed to acquire Athena Capital Advisors, an RIA based in Lincoln, Mass., with $6 billion in AUM and an additional office in New York City. Athena specializes in serving ultra-high-net-worth clients, as well as foundations and endowments, with a focus on impact investing....more
ImpactAlpha • October 20, 2022
Athena Capital taps next-gen interest to build its impact investing practice (podcast)
Lisette Cooper of Athena Capital Advisors discusses how the firm is building out its impact investing practice, driven by growing interest from next-generation clients. The firm integrates impact considerations across asset classes for its UHNW clients....more
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