# Artifex Financial Group, LLC

> 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.

- CRD: 140643
- Filed as: ARTIFEX FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakwood, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140643
- AdvisorCensus page: https://advisorcensus.com/firm/artifex-financial-group-llc-oakwood-oh-140643

## Quick answers

**How is Artifex Financial Group, LLC compensated?**
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.

**Where is Artifex Financial Group, LLC located?**
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).

**Is Artifex Financial Group, LLC registered with the SEC or a state?**
Artifex Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 140643.

**How much does Artifex Financial Group, LLC manage?**
Artifex Financial Group, LLC reports $328,703,165 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Artifex Financial Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Artifex Financial Group, LLC serve?**
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).

**Which custodians does Artifex Financial Group, LLC use?**
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.

**Does Artifex Financial Group, LLC report any disciplinary disclosures?**
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

**What changed in Artifex Financial Group, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $328,703,165
- Discretionary: $328,581,893
- Non-discretionary: $121,272

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $63,351,237 |
| High net worth individuals | 114 | $248,612,190 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $14,489,250 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,250,488 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Columbus, OH
- Mason, OH

### Websites listed on Form ADV (Item 1.I)
- artifexfinancial.com
- Facebook @ARTIFEXFINANCIALGROUP
- LinkedIn @ARTIFEX-FINANCIAL-GROUP
- X @ARTIFEXFG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $153,614,273 | 6 | May 10, 2021 |
| October 2022 | $216,850,411 | 8 | March 15, 2022 |
| October 2023 | $202,550,556 | 7 | September 5, 2023 |
| October 2024 | $232,921,098 | 7 | August 2, 2024 |
| October 2025 | $282,024,707 | 7 | March 19, 2025 |
| October 2026 | $328,703,165 | 5 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 5.
- Regulatory assets under management went from $282,024,707 to $328,703,165 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Artifex Financial Group, LLC (CRD 140643): Form ADV filing data as of October 2026.