David
Stock

Athenainvest Advisors LLC

CRD#5189740
Investment Advisor
in Englewood, CO

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About this Advisor

David Stock is a financial advisor who works out of Englewood, Colorado with a total of 9 years of relevant experience. Stock is an advisor for Athenainvest Advisors LLC. Over the course of their career, they have held roles at Rainsberger Wealth Advisors Inc and Check Six Capital LLC. Stock holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado, Oregon and Texas. Athenainvest Advisors LLC is a firm headquartered in Englewood, CO. The firm has a total of seven people on staff. It manages $93 million in assets among its 1,225 customer accounts, placing it among the smaller firms in the country by assets under management. Of its 1,225 accounts, 38% are held by high-net-worth investors who have greater than $1 million in assets. Athenainvest Advisors LLC performs a wide range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and publication of newsletters. Fees for financial management typically are based on the type of financial services provided. Fees charged by Athenainvest Advisors LLC may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

5340 S. Quebec St. Suite 320-S
Englewood, CO 80111

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Athenainvest Advisors LLC Brokerage Details

Total Assets Under Management

$92,703,211

CO Average: $2,349,664,866
Total Number of Employees

7

CO Average: 28
Total Number of Accounts

1,225

CO Average: 1,101
Average Account Size

$75,676

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Publication of periodicals or newsletters

David Stock Work History

David has been registered as a financial advisor for 9 years.*

2008 - Present (16 years)

Rainsberger Wealth Advisors Inc

2008 - Present (16 years)

Check Six Capital LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Stock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Athenainvest Advisors LLC

Lambert Bunker
Englewood, CO
David Stock
Englewood, CO
Charles Howard
Englewood, CO
Andrew Howard
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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