Artesa Financial Group, LLC
● SEC registered since 2021CRD 153741SEC# 801-122111Conroe, TX
Reg. AUM
$126.6M
Employees
4
Accounts
606
Location
Conroe, TX
Artesa Financial Group, LLC assets under management
Artesa Financial Group, LLC is an investment advisory firm registered with the SEC based in Conroe, TX. The firm has been registered since 2021. It reports $126.6 million in regulatory assets under management and employs 4 people.
Artesa Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bobbi Jo Cannon Control | Chief Financial Officer | 50-75% | 2021 |
| Christy Ann Hayes Control | Chief Compliance Officer | Under 5% | 2016 |
| Frank Edward Cannon Control | Managing Member | 50-75% | 2010 |
Frequently asked questions
How much does Artesa Financial Group, LLC manage?
Artesa Financial Group, LLC reports $126.6 million in regulatory assets under management on its Form ADV.
How many employees does Artesa Financial Group, LLC have?
Artesa Financial Group, LLC reports 4 employees.
Where is Artesa Financial Group, LLC located?
Artesa Financial Group, LLC is based in Conroe, TX and has been SEC-registered since 2021.
Does Artesa Financial Group, LLC disclose fund performance?
Artesa Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Commonwealth Centre, 2040 N. Loop 336 W. , Ste. 227, Conroe, TX 77304 |
| Phone | 936-760-2215 |
| Fax | 936-760-2216 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$126.6Mregulatory AUM
Discretionary $126.6M