# Artesa Financial Group

> Artesa Financial Group is an SEC-registered investment advisory firm in Conroe, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 153741
- Filed as: ARTESA FINANCIAL GROUP
- Legal name: Artesa Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Conroe, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153741
- AdvisorCensus page: https://advisorcensus.com/firm/artesa-financial-group-conroe-tx-153741

## Quick answers

**How is Artesa Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Artesa Financial Group reports these compensation arrangements: a percentage of assets under its management.

**How much does Artesa Financial Group charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Artesa Financial Group located?**
Artesa Financial Group's principal office is in Conroe, TX, according to its Form ADV.

**Is Artesa Financial Group registered with the SEC or a state?**
Artesa Financial Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 153741.

**How much does Artesa Financial Group manage?**
Artesa Financial Group reports $126,615,003 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Artesa Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Artesa Financial Group: Regulatory assets under management: $108,839,341 in the October 2021 data and $126,615,003 in the October 2026 data, up 16%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Artesa Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (267); high net worth individuals (62).

**Which custodians does Artesa Financial Group use?**
Artesa Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Artesa Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153741

**Does Artesa Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "AFG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Artesa Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $110,491,722 to $126,615,003 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it)

> The annual fee varies (between 0.25% and 2.00%) depending upon the market value of the assets under management and the type of investment management services to be rendered.

- Account minimum: None

> AFG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

- Minimum annual fee: None

> AFG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,615,003
- Discretionary: $126,615,003
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 267 | $54,538,313 |
| High net worth individuals | 62 | $72,076,690 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- artesafinancialgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,839,341 | 4 | July 19, 2021 |
| October 2022 | $110,654,465 | 5 | March 21, 2022 |
| October 2023 | $92,879,463 | 5 | September 13, 2023 |
| October 2024 | $94,780,627 | 4 | March 29, 2024 |
| October 2025 | $110,491,722 | 4 | March 12, 2025 |
| October 2026 | $126,615,003 | 4 | March 31, 2026 |

Regulatory assets under management: $108,839,341 in the October 2021 data and $126,615,003 in the October 2026 data, up 16%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $110,491,722 to $126,615,003 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Artesa Financial Group (CRD 153741): Form ADV filing data as of October 2026.