# Artham Advisors

> Artham Advisors is a state-registered investment advisory firm in Dallas, TX, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 318709
- Filed as: ARTHAM ADVISORS
- Legal name: Artham Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318709
- AdvisorCensus page: https://advisorcensus.com/firm/artham-advisors-dallas-tx-318709

## Quick answers

**How is Artham Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Artham Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Artham Advisors located?**
Artham Advisors' principal office is in Dallas, TX, according to its Form ADV.

**Is Artham Advisors registered with the SEC or a state?**
Artham Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318709.

**How much does Artham Advisors manage?**
Artham Advisors reports $21,524,803 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (73% discretionary).

**What types of clients does Artham Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (11); charitable organizations (1).

**Does Artham Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318709

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,524,803
- Discretionary: $15,755,923
- Non-discretionary: $5,768,880

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $2,560,015 |
| High net worth individuals | 11 | $17,600,183 |
| Charitable organizations | 1 | $350,438 |
| Corporations or other businesses not listed above | 1 | $1,014,167 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arthamadvisors.com
- Facebook @arthamadvisors
- LinkedIn @artham-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Artham Advisors (CRD 318709): Form ADV filing data as of October 2026.
