A complete list of active advisors currently associated with ARTAIS Capital Management, LLC

Warmer can help you find a great advisor at ARTAIS Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at ARTAIS Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Rothe Jr.	Lewes, DE	25

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