Artham Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$20,160,198
Clients
26
Advisors
2
of 2 employees
About
The firm provides investment management and financial planning to individuals (including high-net-worth clients), retirement and profit-sharing plans, charitable organizations, and businesses, and also advises employer plan sponsors on participant-directed retirement plans. Services include ongoing and project-based financial planning, cash flow and estate planning, business planning, retirement projections, and investment management.
Portfolios are constructed using a strategic asset allocation framework that incorporates both passive and active vehicles and may include fundamental, technical, cyclical and charting analyses; the firm also employs tactical deviations within tolerance ranges when market views warrant. It manages both discretionary and non‑discretionary accounts (reporting approximately $15.8 million discretionary and $5.8 million non‑discretionary AUM) and provides regular account reviews and written reports to clients.
Distinctive features include a small advisory team serving a limited client base (about two advisors and 26 clients) and a practice that supplements advisory work with educational seminars and speaking engagements (feeed and occasionally provided pro‑bono). The firm uses multiple custodians and emphasizes individualized trade execution (it does not aggregate block trades), and the principal is involved in separate real estate and wellness businesses—arrangements the brochure says do not create conflicts with the advisory practice.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fees ranging from $1,000 to $20,000; ongoing financial planning upfront fee $500-$2,500 plus ongoing quarterly flat fee $500-$5,000
$0 - $1,000,000: 0.90% $1,000,000+: 0.75%
$350 per hour (negotiable)
Main office
8989 Harry Hines Blvd.
Dallas TX 75235
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Artham Advisors · Artham Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Sanjay P
CFP®
Dallas, TX
Artham Advisors
Financial security frees up your time and lets you pursue bigger goals. This idea is central to our work. Our comprehensive financial plans are crafted around your family’s values and goals. We strive to give you the peace of knowing exactly where your family’s finances are today, and the confidence of knowing what you are working towards and how to get there. Sanjay Pamurthy and Devin Talbot spent two decades as Corporate Finance executives (PepsiCo and The Freeman Company for Sanjay, Dr. Pepper Snapple, Deloitte for Devin) helping these firms build world-class finance teams and processes. During those years, both were avid investors and students of our economy and capital markets. This background shaped their belief that we live in both the best country and the best time for wealth creation. Even so, they realized that finances remain sources of anxiety to so many families. In 2021, Sanjay decided it was time to start Artham and apply his finance experience to help people master their own financial well-being. Devin joined him in the endeavor in 2026. Sanjay lives in Dallas with his wife, Chrisette (a successful physician and entrepreneur), and two adult children, Ketan and Anjali. Devin lives in Fort Worth with his wife, Rachel (a physician as well) and two daughters, Juliette and Eloise.
Frederick T
Series 65
Dallas, TX
Artham Advisors
Frederick Talbot is a financial advisor at Artham Advisors in Dallas, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at firms including Deloitte Consulting and Keurig Dr Pepper Inc. Outside of advisory work, he is involved in separate real estate and wellness businesses. Artham Advisors provides investment management and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a strategic asset allocation framework incorporating both passive and active investment approaches and offers discretionary and non-discretionary account management with regular client reporting.
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