ARTAIS Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,783,000
Clients
42
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$351,976
About
ARTAIS Capital Management is a small independent advisory firm that serves individual and high-net-worth clients as well as institutional-type entities, including corporate/business clients, trusts, estates and charitable organizations. The firm provides ongoing portfolio management, offers research‑driven model portfolios (non-customized), and delivers project‑based financial planning.
The adviser uses a blend of fundamental, technical, cyclical and charting analysis to construct portfolios composed primarily of mutual funds, ETFs, equities and bonds, with holdings monitored regularly and client accounts reviewed at least quarterly. Although ARTAIS typically seeks discretionary trading authority, it reports a material portion of assets managed on a non‑discretionary basis—roughly $5.86M of its $14.78M total AUM—while $8.92M is managed discretely.
Compared with many independent, solo advisers, ARTAIS’s client mix includes institutional clients and the use of model portfolios where clients receive standardized allocations rather than bespoke portfolios. The firm also limits custody to fee‑withdrawal activity and does not vote client proxies, practices that differ from common peer arrangements.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for project based financial planning 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")