ARTHAM ADVISORS

RIASEC Registered

Total AUM

$21.5M

Discretionary

$15.8M

73% of AUM

Avg account

$312K

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 318709
Website: www.arthamadvisors.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.77%
Individuals11.89%
Corporations / Businesses4.71%
Charitable Organizations1.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Artham Advisors is an independent RIA that builds portfolios around liquid public equities while offering financial planning and portfolio management to individuals, families and institutions. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and delivers services that include retirement and pension consulting as well as educational seminars and workshops. Investment activity shows a clear bias toward exchange‑traded equities and ETFs for core exposure, supplemented by mutual funds and selected allocations to third‑party real estate managers. Artham is not positioned as a multi‑state adviser or a capital allocator and does not identify as an active ESG investor.