# ATTENTIVE INVESTMENTS, LLC

ATTENTIVE INVESTMENTS, LLC of STOCKTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 315478
- Type: SEC-registered investment adviser
- SEC file number: 801-121822
- Location: 5345 N EL DORADO ST., SUITE 5, STOCKTON, CA, 95207
- Phone: 209-636-4931
- Latest filing: 2026-02-12
- Regulatory AUM: $197.5M
- Discretionary AUM: $189.5M
- Non-discretionary AUM: $8.0M
- Clients: 5
- Accounts: 1,079

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Athena Kaulana Stone | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| STONE ATHENA KAULANA | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315478/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315478/similar
- Related entities: https://search.stillhousedata.com/firm/315478/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315478

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.