Athens Impact Socially Responsible Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,280,552
Clients
207
Advisors
1
of 1 employees
About
Athens Impact LLC provides individualized investment management, comprehensive and project-based financial planning, and ongoing financial coaching. While the firm works with typical individual clients, it also serves corporate clients, charitable organizations, and manages portfolios for institutional and employer-sponsored retirement plans.
The firm primarily practices passive investment management built with index mutual funds and ETFs, but incorporates fundamental, technical, and cyclical analysis as part of portfolio construction and monitoring. Portfolios are tailored to clients’ goals and values, with formal ESG and impact screening (including carbon footprint, fossil fuel exposure, deforestation, weapons/tobacco exposure, and women’s advancement metrics) and options to recommend divesting or impact strategies; Athens Impact also implements strategies through sub-advisors/TAMPs and platforms such as Betterment.
Compared with many independent, single-advisor firms, Athens Impact emphasizes a mix of organizational services and investor education: it offers employee benefit plan advisory, held-away account services, public seminars, and a customized institutional education program. The firm also leverages third‑party platforms for estate planning and insurance consultation and holds a specialized designation in socially responsible investing, signaling a focus on integrating values-based investment considerations into both individual and institutional engagements.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fee ranges from $250 to $5,000; Comprehensive Financial Planning upfront fee $1,500 plus balance to total $3,500; Educational Seminars fees vary up to $900 per seminar.
$0 - $100,000: 1.35% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.05% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.85% $5,000,000+: 0.75%
$250 per hour for additional financial planning work; $1250 per hour for ongoing financial coaching; project-based planning billed at $250/hour.
Fee-only: Project-Based Financial Planning fixed fee ranges from $250 to $5,000 based on complexity, typically at $250/hour; Comprehensive Financial Planning total cost $3,500 (upfront $1,500) with additional hourly fees $250/hour if complex; Ongoing Financial Coaching $1250 per hour; Educational Seminars fees range from free to $900 per seminar or $180 per participant per hour; Customized Institutional Education Program fees up to $1,250.
Main office
264 East State Street
Athens OH 45701
Advisors at this office
1
Most active in
Iowa · Ohio
Also doing business as
Athens Impact LLC · Athens Impact Socially Responsible Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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