Athos Capital Advisors

Overview

Athos Capital Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. It serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers when clients need access to specialist managers. The firm operates on a fee basis that includes a percentage-of-assets component and other fee arrangements. Athos identifies as a capital allocator and does not categorize itself as an active ESG investor. It is not listed as a multi-state adviser, is not a pension consultant, and does not operate as a related adviser to another registered manager.

Assets & Accounts

Public Holdings

Investments & Alternatives