ARTIFEX FINANCIAL GROUP, LLC

Overview

Artifex Financial Group, LLC is an independent registered investment adviser that serves individuals, families and institutional clients through financial planning and portfolio management for individuals and small businesses. The firm uses multiple fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — which allows it to tailor compensation to complex or outcome-oriented mandates. Artifex is not positioned as an ESG-focused manager and is registered as a single-state adviser. Investment activity is centered on discretionary portfolio management: nearly the entire asset base is managed on a discretionary basis, and the firm leans heavily on exchange-traded equities and ETFs as primary building blocks. At the same time, Artifex allocates to a range of alternative strategies via third‑party managers, and uses annuities and mutual funds where they add planning or portfolio utility.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices