# Artifex Advisory Group, Inc.

> Artifex Advisory Group, Inc. is a state-registered investment advisory firm in Cary, NC, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 281588
- Filed as: ARTIFEX ADVISORY GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cary, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281588
- AdvisorCensus page: https://advisorcensus.com/firm/artifex-advisory-group-inc-cary-nc-281588

## Quick answers

**How is Artifex Advisory Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Artifex Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Artifex Advisory Group, Inc. located?**
Artifex Advisory Group, Inc.'s principal office is in Cary, NC, according to its Form ADV.

**Is Artifex Advisory Group, Inc. registered with the SEC or a state?**
Artifex Advisory Group, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281588.

**How much does Artifex Advisory Group, Inc. manage?**
Artifex Advisory Group, Inc. reports $9,920,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (74% discretionary).

**What types of clients does Artifex Advisory Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (6).

**Does Artifex Advisory Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281588

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,920,000
- Discretionary: $7,300,000
- Non-discretionary: $2,620,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $2,400,000 |
| High net worth individuals | 6 | $6,700,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $820,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- artifexadvisory.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Artifex Advisory Group, Inc. (CRD 281588): Form ADV filing data as of October 2026.