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ARTIFEX FINANCIAL GROUP, LLC
CRD 140643File 801-112759
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$328.7M
Below cohort median (national)
Discretionary AUM
$328.6M
Non-discretionary $121K
Clients
318
967 accounts
Employees
5
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 2, 2018
- Principal office
- 2305 FAR HILLS AVENUE, SUITE 206, OAKWOOD, OH, 45419
- Phone
- 855-752-6644
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $328.7M
- Discretionary AUM
- $328.6M
- Non-discretionary AUM
- $121K
- Discretionary accounts
- 966
- Non-discretionary accounts
- 1
- Total accounts
- 967
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.3M |
| High net worth individuals | 114 | $248.6M |
| Pension and profit sharing plans | 7 | $14.5M |
| Individuals (other than high net worth individuals) | 197 | $63.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2026 | Clients | 299 | 318 | increased by19 |
| Apr 1, 2026 | AUM | $282,024,707 | $328,703,165 | increased by$46,678,458 |
| Apr 1, 2026 | Accounts | 917 | 967 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 243 | 299 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $216,850,411 | $282,024,707 | increased by$65,174,296 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 931 | 917 | decreased by14 |
| Apr 1, 2022 | Employees | 6 | 8 | increased by2 |
| Apr 1, 2022 | Clients | 192 | 243 | increased by51 |
| Apr 1, 2022 | AUM | $153,614,273 | $216,850,411 | increased by$63,236,138 |
| Apr 1, 2022 | Accounts | 797 | 931 | increased by134 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARTIFEX FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARTIFEX FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.