ARTAIS Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,783,000
Total clients
42
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$351,976
About
ARTAIS Capital Management provides ongoing portfolio management and project-based financial planning to individuals (including high net worth clients), corporate or business entities, and trusts, estates, and charitable organizations. The firm delivers investment supervisory services and model portfolios alongside standalone financial planning engagements, and generally operates with a $250,000 account minimum.
The firm uses a blend of fundamental, technical, cyclical and charting analysis to construct portfolios consisting of mutual funds, equities, bonds, and ETFs, and offers both research-driven model portfolios (non-custom) and individualized management. Although ARTAIS requests discretionary trading authority, the majority of assets are managed on a non-discretionary basis — $3,273,166 discretionary and $10,870,200 non-discretionary as of 12/31/2024 — and clients complete investment profiles before investing in model strategies.
Compared with many independent advisers, ARTAIS is noteworthy for serving institutional-type clients in addition to individual households and for its predominance of non-discretionary AUM, a combination that is relatively uncommon among peers. The firm also states it does not participate in wrap programs or accept performance-based fees and offers project-based financial planning on a fixed-fee basis.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Active portfolio management
Fee options
Fixed fee for financial planning services ranging from $500 to $3,500, negotiable
Up to 2% annually, negotiable
Account minimum: $250,000
Main office location
ARTAIS Capital Management, LLC
Lewes DE, United States
Number of offices
1
Most active in
ARTAIS Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Delaware · Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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