# Athens Impact Socially Responsible Investments

> Athens Impact Socially Responsible Investments is a state-registered investment advisory firm in Athens, OH, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 309353
- Filed as: ATHENS IMPACT SOCIALLY RESPONSIBLE INVESTMENTS
- Legal name: Athens Impact LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Athens, OH
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309353
- AdvisorCensus page: https://advisorcensus.com/firm/athens-impact-socially-responsible-investments-athens-oh-309353

## Quick answers

**How is Athens Impact Socially Responsible Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Athens Impact Socially Responsible Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Athens Impact Socially Responsible Investments located?**
Athens Impact Socially Responsible Investments' principal office is in Athens, OH, according to its Form ADV.

**Is Athens Impact Socially Responsible Investments registered with the SEC or a state?**
Athens Impact Socially Responsible Investments is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309353.

**How much does Athens Impact Socially Responsible Investments manage?**
Athens Impact Socially Responsible Investments reports $28,543,004 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does Athens Impact Socially Responsible Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); high net worth individuals (11); corporations or other businesses not listed above (2).

**Does Athens Impact Socially Responsible Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309353

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $28,543,004
- Discretionary: $28,543,004
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $13,361,674 |
| High net worth individuals | 11 | $14,918,878 |
| Charitable organizations | 1 | $23,904 |
| Corporations or other businesses not listed above | 2 | $238,548 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- athensimpact.as.me
- athensimpact.com
- Facebook @athensimpact
- Instagram @athensimpact
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Athens Impact Socially Responsible Investments (CRD 309353): Form ADV filing data as of October 2026.