Artesa Financial Group provides portfolio management for individuals and small businesses.
Artesa Financial Group reports 329 clients. They include 267 individual clients and 62 high-net-worth individuals. Of its assets, 100.0% ($127M across 606 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 43% |
| High-net-worth individuals | 19% | 57% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 267 | $54.5M | 43.1% | $204K |
| High-net-worth individuals | 62 | $72.1M | 56.9% | $1.16M |
| Total | 329 | $127M | 100% | $385K |
- Clients
- 267
- Regulatory AUM
- $54.5M
- AUM share
- 43.1%
- Avg. per client
- $204K
- Clients
- 62
- Regulatory AUM
- $72.1M
- AUM share
- 56.9%
- Avg. per client
- $1.16M
Total
- Clients
- 329
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $385K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Artesa Financial Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Frank Cannon owns 50% to 75% of Artesa Financial Group. The leadership team of Artesa Financial Group includes Chief Financial Officer Bobbi Cannon and Chief Compliance Officer Christy Hayes. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Artesa Financial Group, LLC
Frank Cannon
Control person · since June 2010
- Owns 50% to 75% of Artesa Financial Group, LLC
Bobbi Cannon
Control person · since July 2021
Artesa Financial Group’s regulatory assets grew from $111M (March 2022) to $127M (March 2026); clients fell from 458 to 329 and employees from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $127M | 329 | 4 | 1 |
| Mar 2025March 2025 | $110M | 338 | 4 | 1 |
| Mar 2024March 2024 | $94.8M | 541 | 4 | 1 |
| Mar 2023March 2023 | $92.9M | 349 | 5 | 1 |
| Mar 2022March 2022 | $111M | 458 | 5 | 1 |
Besides its headquarters, Artesa Financial Group has 0 offices, with 1 listed address in 1 state.
Texas · 1 listed address
- Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, ConroeHQ
Contact and registration details
- Legal name
- Artesa Financial Group, LLC
- Headquarters
- Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX 77304
- Website
- artesafinancialgroup.com
- Phone
- 936-760-2215
- SEC file
- 801-122111
- Structure
- Texas LLC
- Fiscal year end
- December
Artesa Financial Group’s named custodian for separately managed accounts is Charles Schwab ($127M). Artesa Financial Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $127M100%
At year end, Artesa Financial Group’s separately managed accounts were mostly in funds (72%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $117M across 62 positions; the largest are Nuveen Amt Free Mun CR Inc. F (11.4%), Invesco Exchange Traded FD T (10.5%) and Invesco Exchange Traded FD T (9.1%).
What the accounts hold
- Stocks18%
- Funds72%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash10%
How many clients does Artesa Financial Group have?
Artesa Financial Group has 329 clients and manages $127 million for them, as of March 2026. They include 267 individual clients and 62 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Artesa Financial Group offer?
Artesa Financial Group provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Artesa Financial Group use?
Artesa Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $127M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Artesa Financial Group have?
Artesa Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Artesa Financial Group invest in?
At the end of its last fiscal year, Artesa Financial Group’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 10% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Artesa Financial Group?
Artesa Financial Group’s direct owners are Frank Cannon (50% to 75%) and Bobbi Cannon (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Artesa Financial Group get paid?
Artesa Financial Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Artesa Financial Group?
Artesa Financial Group’s main office is at Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX 77304. Its phone number is 936-760-2215. Its website is artesafinancialgroup.com.
