RIA Intel›Advisers›Virginia›ARTAIS CAPITAL MANAGEMENT, LLC

ARTAIS CAPITAL MANAGEMENT, LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$315K

across 47 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$6M

Non-Discretionary AUM$9M

Discretionary %39.7%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, MD, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

42 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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