Artifex Financial Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Artifex Financial Group reports 318 clients. They include 197 individual clients, 114 high-net-worth individuals, and 7 pension and profit-sharing plans. Nearly all assets ($329M across 966 accounts) are managed with discretion; $121K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 19% |
| High-net-worth individuals | 36% | 76% |
| Pension and profit-sharing plans | 2% | 4% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 197 | $63.4M | 19.3% | $322K |
| High-net-worth individuals | 114 | $249M | 75.6% | $2.18M |
| Pension and profit-sharing plans | 7 | $14.5M | 4.4% | $2.07M |
| Corporations and other businesses | Fewer than 5 | $2.25M | 0.7% | — |
| Total | 318 | $329M | 100% | — |
- Clients
- 197
- Regulatory AUM
- $63.4M
- AUM share
- 19.3%
- Avg. per client
- $322K
- Clients
- 114
- Regulatory AUM
- $249M
- AUM share
- 75.6%
- Avg. per client
- $2.18M
- Clients
- 7
- Regulatory AUM
- $14.5M
- AUM share
- 4.4%
- Avg. per client
- $2.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.25M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 318
- Regulatory AUM
- $329M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Artifex Financial Group charges 0.25%–1.25% a year for its Investment management services. The fee is billed in advance and requires an account of at least $500,000. The brochure also prices 6 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) fiduciary services
- A maximum annual fee of 1.50% of plan assets, tiered down to 0.05% above $200 million, or a fixed fee.
- 401(k) non-fiduciary services
- A fixed fee set per client, or hourly at up to $250 with a $2,500 minimum charge.
- Consulting services
- Consulting is billed at up to $250 per hour, invoiced quarterly in arrears.
- Personal wealth management services
- Annual fee set by net worth, from $5,000 to $92,500 a year up to $50 million net worth, negotiable above that, with a $5,000 minimum.
- Project-based services
- A fixed fee of $2,500 for each 90-day project, due on completion.
- Tax preparation services
- A fixed fee, typically $750 to $2,000 depending on the nature and complexity of the client's circumstances.
Douglas Kinsey owns 50% to 75% of Artifex Financial Group. The leadership team of Artifex Financial Group includes Chief Compliance Officer Darren Harp. It has 5 employees.
Leadership
- Darren HarpMember/Chief Compliance Officer
- Alexander BrowningInvestment Adviser Representative/Member
- Douglas KinseyMember
- Kevin OConnorInvestment Adviser Representative/Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Elizabeth Kaylen Bibeau Salinas
- Alexander Oresman Browning
- Darren Matthew Harp
- Douglas Paul Kinsey
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Artifex Financial Group, LLC
Douglas Kinsey
Control person · since February 2007
- Owns 50% to 75% of Artifex Financial Group, LLC
Darren Harp
Control person · since February 2007
- Owns 5% to 10% of Artifex Financial Group, LLC
Alexander Browning
since April 2023
- Owns 5% to 10% of Artifex Financial Group, LLC
Kevin OConnor
since April 2023
Artifex Financial Group’s regulatory assets grew 2.1× from $154M (May 2021) to $329M (March 2026); clients rose from 192 to 318 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $329M | 318 | 5 | 3 |
| March 2025 | $282M | 299 | 7 | 3 |
| March 2024 | $233M | 230 | 7 | 3 |
| July 2023 | $203M | 234 | 7 | 3 |
| March 2022 | $217M | 243 | 8 | 3 |
| May 2021 | $154M | 192 | 6 | 3 |
Besides its headquarters, Artifex Financial Group has 2 offices, with 3 listed addresses in Ohio.
Ohio · 3 listed addresses
- 2305 Far Hills Avenue, Suite 206, OakwoodHQ
- 8460 Duke BLVD., Mason
- 1201 Dublin Road, Columbus
Contact and registration details
- Legal name
- Artifex Financial Group, LLC
- Headquarters
- 2305 Far Hills Avenue, Suite 206, Oakwood, OH 45419
- Website
- Not reported
- Phone
- 855-752-6644
- @artifex-financial-group
- SEC file
- 801-112759
- Structure
- Ohio LLC
- Fiscal year end
- December
Artifex Financial Group uses Charles Schwab ($314M) as custodian for its separately managed accounts. Artifex Financial Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $314M100%
At year end, Artifex Financial Group’s separately managed accounts were largely in stocks (41%) and funds (37%).
What the accounts hold
- Stocks41%
- Exchange-traded equities38%
- Non-exchange-traded equities3%
- Funds37%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash22%
How many clients does Artifex Financial Group have?
Artifex Financial Group has 318 clients and manages $329 million for them, as of March 2026. They include 197 individual clients, 114 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Artifex Financial Group offer?
Artifex Financial Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Artifex Financial Group charge?
Artifex Financial Group charges 0.25%–1.25% a year for its Investment management services. The fee is billed in advance and requires an account of at least $500,000.
Source: ARTIFEX FINANCIAL GROUP FORM ADV PART 2A (MARCH 28, 2026), filed 30 March 2026
Which custodians does Artifex Financial Group use?
Artifex Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $314M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Artifex Financial Group have?
Artifex Financial Group has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Artifex Financial Group invest in?
At the end of its last fiscal year, Artifex Financial Group’s separately managed accounts held 38% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 22% cash and equivalents, 3% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Artifex Financial Group have a minimum investment?
Yes, Artifex Financial Group’s minimum account size for its Investment management services is $500K.
Source: ARTIFEX FINANCIAL GROUP FORM ADV PART 2A (MARCH 28, 2026), filed 30 March 2026
Who owns Artifex Financial Group?
Artifex Financial Group’s direct owners are Douglas Kinsey (50% to 75%), Darren Harp (50% to 75%), Alexander Browning (5% to 10%) and Kevin OConnor (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Artifex Financial Group get paid?
Artifex Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Artifex Financial Group?
Artifex Financial Group’s main office is at 2305 Far Hills Avenue, Suite 206, Oakwood, OH 45419. Its phone number is 855-752-6644.