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| Keyboard |
| Artifex Financial Group LLC
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|
|---|---|
| CRD # | 140643 |
| SEC # | 801-112759 |
| CIK # | |
| AUM | 328.7 M (2026-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 855-752-6644 |
| Address | 2305 Far Hills Avenue Oakwood, OH 45419 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 63.4 |
| (b) Individuals (high net worth individuals) | 114 | 248.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 14.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 967 | 328.7 |
| By Discretionary | ||
| Discretionary | 966 | 328.6 |
| Non-Discretionary | 1 | 0.1 |
| Total | 967 | 328.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 328.7 | |
| Total | 967 | 328.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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✚
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|
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|
OMC Financial Services Ltd
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|
Torrey Growth & Income Advisors LLC
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CA | 328.4 M |
|
Thomas Story and Son LLC
✚
|
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|
Rye Brook Capital LLC
✚
|
CT | 327.3 M |
|
Latko Wealth Management Ltd
✚
|
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