Artifex Financial Group, LLC (Oakwood)

Name: Artifex Financial Group, LLC
Address: 2305 Far Hills Avenue, Oakwood, OH, 45419
Telephone: 855-752-6644

Artifex Financial Group, LLC is a large advisory firm based in Oakwood. It manages $121.72 million of regulatory assets for 877 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Ohio.

Artifex Financial Group provides financial planning services, portfolio management for individuals and small businesses, and tax preparation. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Artifex Financial Group: assets under management

The assets under management (AUM) of Artifex Financial Group, LLC is $121.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 387% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $121.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $138.79 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 63% of the total AUM. The second-largest asset type is exchange traded securities, which make up 23% of the firm’s portfolio. Investments in cash and cash equivalents form 11% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Artifex Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Artifex Financial Group serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Artifex Financial Group is individuals with 191 clients and $86.27 million of assets under management. Among the 10 most similar advisory firms, Artifex Financial Group has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $121.72 million for 225 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Artifex Financial Group doesn't advise any private funds.

Careers at Artifex Financial Group, LLC

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Paul Kinsey	Partner	1 Feb 2007	50% - 75%	1223159
Darren Matthew Harp	Partner/chief compliance officer	1 Feb 2007	50% - 75%	2970051
Douglas Paul Kinsey	Chief compliance officer	1 Mar 2007	50% - 75%	1223159

Based in Oakwood

The principal office where Artifex Financial Group, LLC performs its advisory services is located at 2305 Far Hills Avenue, Oakwood, OH 45419, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 855-752-6644 or by fax 937-352-0218. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at artifexfinancial.com.