ARTIFEX ADVISORY GROUP, INC.

Overview

Artifex Advisory Group, Inc. is an independent, owner-operated registered investment adviser that serves individual and family clients, with a client base that also includes small businesses. The firm combines financial planning, discretionary portfolio management and pension consulting with insurance brokerage capabilities, which influences its use of annuities and insurance-based solutions alongside traditional investment vehicles. Fee arrangements include asset-based fees, hourly charges and fixed-fee engagements, allowing flexibility for both ongoing advisory relationships and standalone planning work. Investment activity centers on public funds and mutual funds as the primary building blocks for client portfolios. The firm operates with a modest asset footprint and a small client roster, which points to a boutique, advisor-led model rather than a mass-market institutional platform. Artifex is not positioned as a capital allocator or a multi-state active ESG investor; its advisory work appears focused on tailored planning and portfolio management for a limited number of households and small-plan sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices