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ARTESA FINANCIAL GROUP
Legal name: ARTESA FINANCIAL GROUP, LLC
CRD 153741File 801-122111
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$126.6M
Bottom 25% of cohort (national)
Discretionary AUM
$126.6M
Clients
329
606 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 18, 2021
- Principal office
- COMMONWEALTH CENTRE, 2040 N. LOOP 336 W. , STE. 227, CONROE, TX, 77304
- Phone
- 936-760-2215
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.6M
- Discretionary AUM
- $126.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 606
- Non-discretionary accounts
- 0
- Total accounts
- 606
- AUM per client
- $385K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $72.1M |
| Individuals (other than high net worth individuals) | 267 | $54.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 338 | 329 | decreased by9 |
| Apr 1, 2026 | AUM | $110,491,722 | $126,615,003 | increased by$16,123,281 |
| Apr 1, 2026 | Accounts | 590 | 606 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 458 | 338 | decreased by120 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $110,654,465 | $110,491,722 | decreased by$162,743 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 606 | 590 | decreased by16 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 252 | 458 | increased by206 |
| Apr 1, 2022 | AUM | $108,839,341 | $110,654,465 | increased by$1,815,124 |
| Apr 1, 2022 | Accounts | 252 | 606 | increased by354 |
| Sep 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARTESA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARTESA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.