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ARTIFEX FINANCIAL GROUP, LLC
CRD 140643File 801-112759
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.