Artisancap, a Los Angeles-based hybrid Registered Investment Advisor recently announced an expansion of its nationwide community of affiliated advisors as well as its assets under administration (AUA). Since January of 2025, the Osaic-affiliated firm has added $3.4 billion in AUA and now oversees approximately $11.1 billion in assets.
“Our growth is not just about scale,” said Artisancap President and CEO Shehab Mohammad. “It’s about creating significant advantages for advisors and the clients they serve. As we expand, we remain steadfast in our commitment to Artisan’s culture: big enough to know, small enough to care. That balance is what enables us to deliver the expertise and resources of a large firm with the personal touch of a boutique.”
Leveraging the firm’s growing scale, as well as its relationship with Osaic, to create technology-driven efficiencies for advisors is front of mind, according to Mohammad. He notes, “In terms of where we’re prioritizing investment, advisor efficiency is at the top of our agenda. We’re focused on streamlining the workflows that take up the most time in an advisor’s day — from practice management to client reporting and platform integrations — so advisors can spend less time on administrative tasks and more time with clients.”
Translating Artisancap’s expanding advisor network into tangible benefits for its professionals is also on the docket, says Mohammad. Initiatives include:
- Delivering greater discounts on leading technology platforms and services
- Specialized coaching and strategic business consulting
- More access to events featuring top-tier industry leaders
- A collaborative peer network for sharing best practices and ideas
“As we grow, our priority is ensuring that advisors and clients feel supported, heard, and cared for,” Mohammad said. “Our mission is to empower professionals, business owners, and families across the country to achieve their goals through a personalized approach while never losing sight of what makes Artisancap special.”
