ARTESA FINANCIAL GROUP

RIASEC RegisteredEst. 2021
Total AUM
$127M
Discretionary
$127M
100% of AUM
Avg account
$209K
Accounts
606
Employees
4
Advisory reps
3

Firm details

Headquarters
CONROE, Texas
CRD number
153741
Registered since
August 18, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI56.93%
  • Individuals43.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Artesa Financial Group LLC is an individually owned advisory firm that registered with the SEC in 2021 and focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and reports a client base concentrated on individuals and families. It does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not serve as a capital allocator. Artesa lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 18%, Cash & Cash Equivalents 10%, US Government Bonds 1%, State & Local Bonds 1%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents10%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • CHRISTY HAYES

    Chief Compliance OfficerCRD 6221370

Contacts

2 of 2
  • FRANK CANNON

    President & FounderCRD 2974282

  • BOBBI CANNON

    Co-FounderCRD 4559595

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 39

Active vs passive

$89.1M in ETFs

Passive

98%

$87.4M

Active

2%

$1.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB)BlackRockPassiveShort Term Bond$9.2M174,61910.30%

Location

Primary office

CONROE, TX

MONTGOMERY

Location

CONROE, TX

Headquartered in CONROE, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
MONTGOMERY
Address
Commonwealth Ctr Loop 336
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth