RIA Intel›Advisers›Alaska›ARTICA FINANCIAL SERVICES LLC

ARTICA FINANCIAL SERVICES LLC

Advisory

ANCHORAGE, AK

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$314K

across 88 accounts

AUM per adviser

$28M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$28M

Discretionary %

73.4%

Clients

21

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$28M

Discretionary AUM$20M

Non-Discretionary AUM$7M

Discretionary %73.4%

Total Clients21

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAK

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

21 clients

3 high-net-worth

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

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Advisers of similar size in AK

Closest by assets under management. All figures from Form ADV.

BRIGHT STAR INVESTMENT MANAGEMENT, LLC

JUNEAU, AK

$26M

+4.8% 1Y

OUTLOOK, INC.

ANCHORAGE, AK

$31M

CATHERINE R. SMITH, FINANCIAL PLANNER, LLC

ANCHORAGE, AK

$31M

SHORT PUT YIELD, LLC

$24M

ALASKA WEALTH MANAGEMENT LLC

ANCHORAGE, AK

$23M

CHRISTOPHER J. HODEL

$34M

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