{ "crd_number": 314987, "slug": "artica-financial-services-llc-anchorage-ak-314987", "primary_business_name": "ARTICA FINANCIAL SERVICES LLC", "legal_name": "ARTICA FINANCIAL SERVICES LLC", "dbas": [], "city": "Anchorage", "state": "AK", "country": "United States", "cbsa_code": "11260", "metro": { "cbsa_code": "11260", "common_name": "Anchorage", "msa_name": "Anchorage, AK", "path": "/advisors/ak/anchorage" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2021-12-22", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-10", "carried_forward": false, "raum_total": 27636349.0, "raum_discretionary": 20276221.0, "raum_non_discretionary": 7360128.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "individuals": { "raum": 20276221.0, "count": 18 }, "banking_thrift": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "state_municipal": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "insurance_companies": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "other_investment_advisers": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 7360128.0, "count": 3 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": 0, "fewer_than_5": true }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly", "subscription" ], "advisory_activities": [ "educational_seminars", "financial_planning", "periodicals_newsletters", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AK" ], "websites": [ "https://articafinancialservices.com", "https://facebook.com/Artica-Financial-Services-LLC-100426418915393", "https://linkedin.com/company/articafinancialservices", "https://linkedin.com/in/kassi-fetters" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314987", "city_as_filed": "ANCHORAGE", "url": "https://advisorcensus.com/firm/artica-financial-services-llc-anchorage-ak-314987", "display_name": "Artica Financial Services LLC", "summary": "Artica Financial Services LLC is a state-registered investment advisory firm in Anchorage, AK, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.", "citation": "AdvisorCensus. Artica Financial Services LLC (CRD 314987): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "Hourly charges", "Subscription fees (for a newsletter or periodical)", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Publication of periodicals or newsletters", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Artica Financial Services LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Artica Financial Services LLC reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)." }, { "q": "Where is Artica Financial Services LLC located?", "a": "Artica Financial Services LLC's principal office is in Anchorage, AK, according to its Form ADV." }, { "q": "Is Artica Financial Services LLC registered with the SEC or a state?", "a": "Artica Financial Services LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314987." }, { "q": "How much does Artica Financial Services LLC manage?", "a": "Artica Financial Services LLC reports $27,636,349 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (73% discretionary)." }, { "q": "What types of clients does Artica Financial Services LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (3)." }, { "q": "Does Artica Financial Services LLC report any disciplinary disclosures?", "a": "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/314987" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/artica-financial-services-llc-anchorage-ak-314987.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 18, "fewer_than_5": false, "raum": 20276221.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 3, "fewer_than_5": false, "raum": 7360128.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": true, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": true, "raum": 0.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314987", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }