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ARTIFEX FINANCIAL GROUP, LLC

OAKWOOD, OH · CRD 140643 · IAPD ↗ · artifexfinancial.com · 855-752-6644

$328.7MRegulatory AUM
5Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — ARTIFEX FINANCIAL GROUP, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2026 — ARTIFEX FINANCIAL GROUP, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.