Firms
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeFirms
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeWealth manager, independent · Oakwood, OH
SEC-registered investment adviser · CRD 140643 · SEC 801-112759
At a glance
Artifex Financial Group, LLC is an SEC-registered investment adviser based in Oakwood, Ohio, with $329 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 311 individual clients. By Form ADV it is a wealth manager, ranked 4,107th of 8,915 wealth managers and 9,733rd of 17,210 SEC-registered advisers by assets.
Main office 855-752-6644artifexfinancial.comLinkedInAs filed on Form ADV
| Client type | Clients | Regulatory AUM | Share |
|---|
| High-net-worth individuals | 114 | $249M | 76% |
|---|---|---|---|
| Individuals | 197 | $63M | 19% |
| Pension and profit sharing plans | 7 | $14M | 4% |
| Corporations or other businesses | – | $2M | <1% |
Artifex Financial Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
AtlasMembers
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Artifex Financial Group, LLC reports $329 million in regulatory assets under management across 967 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
Artifex Financial Group, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
By assets, its largest client types are high-net-worth individuals ($249 million, 114 clients); individuals ($63 million, 197 clients); pension and profit sharing plans ($14 million, 7 clients).
Artifex Financial Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Artifex Financial Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →