A
$21.5M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MeridianTimber +more
- Established Date
- 02-23-2022
- Office Locations
- 1
Office Locations
8989 Harry Hines Blvd. Dallas TX
About Artham Advisors
Artham Advisors is a Dallas-based, founder-led RIA providing comprehensive financial planning and investment management for busy individuals and business owners. Portfolios emphasize long-term, goals-based asset allocation using ETFs and mutual funds, with attention to risk management and tax-efficient strategies. Custody includes Schwab and Altruist.
Team overview
-- AVG AGE
$10.8M AVG AUM / ADVISOR
$694.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Eagle vertex Glacier
Client Personas
North Crest
Custodian
Legacy Crest Timber Peak fusion Momentum vital Insight
Investment Themes
Delta Summit radial Legacy
Investment Vehicles
Frontier radial Vector
Services
Alpha Value Radial oak Momentum North Zenith Element Timber foundation Wave signal Oak momentum
Technology
Harbor legacy Zenith Capital radial Glacier wave
Owner & Executives
Sanjay Pamurthy
Chief Compliance Officer, Owner, Principal Advisor
- CRD
- #7501175
- Ownership
- 75% or more
(400) 730-8760
insight.catalyst@fusioncapital.com
in linkedin.com/in/beacon-timber
Showing 1 of 1 owners & executives
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F
Frederick Devin Talbot
--
- CRD
- #8216077
(863) 318-7721
north.radial@radialcapital.com
in linkedin.com/in/optima-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,755,923 | -- |
| Non-Discretionary | $5,768,880 | -- |
| Total | $21,524,803 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,524,803
Equity - Exchange:
21.4% Equity - OTC:
12.4% Cash:
19.8% Public Funds:
19.7% Municipal Bonds:
11.2% U.S. Government/Agency:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,632,536,276 | 21.4% |
| Equity - OTC | $945,955,599 | 12.4% |
| Cash | $1,510,477,489 | 19.8% |
| Public Funds | $1,502,848,815 | 19.7% |
| Municipal Bonds | $854,411,509 | 11.2% |
| U.S. Government/Agency | $1,182,444,498 | 15.5% |
| Total | $7,628,674,186 | 100.0% |