Mike Papedis speaks with Shehab Mohammad, CEO of Artisancap — an $11.1B Los Angeles-based hybrid RIA founded in 1969 — on why advisors in motion are increasingly looking past the "shiny penny" of new platforms and choosing firms with decades-long track records. The conversation covers transition risk, the independence-vs-isolation tradeoff, and what real innovation looks like when you already have scale.
Mike's Take
"Independence doesn't have to mean starting from zero. The advisors I work with who make the cleanest transitions are the ones who understood the difference between building a firm and affiliating with one that's already built. If you can get the entrepreneurial upside without the infrastructure risk, that's not a compromise — that's a smarter launch. Know what you're actually buying before you decide what to build."
This interview was originally published in Financial Advisor Magazine.
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