{
  "crd_number": 140643,
  "slug": "artifex-financial-group-llc-oakwood-oh-140643",
  "primary_business_name": "ARTIFEX FINANCIAL GROUP, LLC",
  "legal_name": "ARTIFEX FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": "Oakwood",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "19430",
  "metro": {
    "cbsa_code": "19430",
    "common_name": "Dayton",
    "msa_name": "Dayton-Kettering-Beavercreek, OH",
    "path": "/advisors/oh/dayton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-04-02",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 328703165.0,
  "raum_discretionary": 328581893.0,
  "raum_non_discretionary": 121272.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 63351237.0,
      "count": 197
    },
    "pension_profit_sharing": {
      "raum": 14489250.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 248612190.0,
      "count": 114
    },
    "corporations_other_businesses": {
      "raum": 2250488.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://artifexfinancial.com",
    "https://facebook.com/ARTIFEXFINANCIALGROUP",
    "https://linkedin.com/COMPANY/ARTIFEX-FINANCIAL-GROUP",
    "https://twitter.com/ARTIFEXFG"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140643",
  "city_as_filed": "OAKWOOD",
  "url": "https://advisorcensus.com/firm/artifex-financial-group-llc-oakwood-oh-140643",
  "display_name": "Artifex Financial Group, LLC",
  "summary": "Artifex Financial Group, LLC is an SEC-registered investment advisory firm in Oakwood, OH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Artifex Financial Group, LLC (CRD 140643): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Artifex Financial Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Artifex Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Artifex Financial Group, LLC located?",
      "a": "Artifex Financial Group, LLC's principal office is in Oakwood, OH, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Artifex Financial Group, LLC registered with the SEC or a state?",
      "a": "Artifex Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 140643."
    },
    {
      "q": "How much does Artifex Financial Group, LLC manage?",
      "a": "Artifex Financial Group, LLC reports $328,703,165 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Artifex Financial Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Artifex Financial Group, LLC: Regulatory assets under management: $153,614,273 in the October 2021 data and $328,703,165 in the October 2026 data, up 114%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Artifex Financial Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (114); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Artifex Financial Group, LLC use?",
      "a": "Artifex Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Artifex Financial Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140643"
    },
    {
      "q": "What changed in Artifex Financial Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 5. Regulatory assets under management went from $282,024,707 to $328,703,165 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 153614273.0,
      "total_employees": 6,
      "filing_date": "2021-05-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 216850411.0,
      "total_employees": 8,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 202550556.0,
      "total_employees": 7,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 232921098.0,
      "total_employees": 7,
      "filing_date": "2024-08-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 282024707.0,
      "total_employees": 7,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 328703165.0,
      "total_employees": 5,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 5.",
        "Regulatory assets under management went from $282,024,707 to $328,703,165 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/artifex-financial-group-llc-oakwood-oh-140643.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 197,
      "fewer_than_5": false,
      "raum": 63351237.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 114,
      "fewer_than_5": false,
      "raum": 248612190.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 14489250.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2250488.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140643",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}