Attentive Investments, LLC

Attentive Investments, LLC is a Stockton-based SEC registered investment adviser established in 2021, previously operating as Attentive Investment Managers, Inc. since 2004. The firm, led by President and Chief Compliance Officer Athena K. Stone, offers investment supervisory services and financial planning. Investment accounts are managed based on client objectives, risk tolerance, and liquidity needs, with discretion to manage accounts on a discretionary or non-discretionary basis. The firm's advisory services cover a range of securities and financial products. As of December 31, 2024, the firm manages $181,401,319 in assets, with fees based on a tiered schedule. Investment supervisory services are charged annually based on the account value, with negotiable fees under certain circumstances. Financial planning services are billed hourly. Attentive Investments, LLC does not charge performance-based fees and provides services to various client types, including individuals and high net worth individuals. The firm employs fundamental and technical analysis in investment strategies, including long-term and short-term purchases, trading, and margin transactions. The firm does not vote proxies on behalf of clients and does not have custody of client accounts. Attentive Investments, LLC has no reportable disciplinary events and does not engage in soft-dollar arrangements. The firm participates in Schwab's Institutional customer program, offering benefits such as research tools and consulting services. Attentive Investments, LLC reviews accounts quarterly and provides reports summarizing performance and holdings. The firm does not engage in client referrals or accept compensation for referrals.