ARTIFEX FINANCIAL GROUP, LLC
CRD #140643 SEC #801-112759 OAKWOOD, OH 855-752-6644
SEC Registered
Total AUM
$282M
Discretionary
$282M
Employees
7
Clients
101
Accounts
917
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $282M | $282M | $0 | 7 | 0 |
| Mar 2025 | $282M | $282M | $0 | 7 | 0 |
| Mar 2025 | $282M | $282M | $0 | 7 | 0 |
| Aug 2024 | $232.9M | $232.9M | $0 | 7 | 0 |
| Mar 2024 | $232.9M | $232.9M | $0 | 7 | 0 |
| Mar 2024 | $232.9M | $232.9M | $0 | 7 | 0 |
| Sep 2023 | $202.6M | $202.6M | $0 | 7 | 0 |
| Jul 2023 | $202.6M | $202.6M | $0 | 7 | 0 |
| Mar 2023 | $202.6M | $202.6M | $0 | 7 | 0 |
| Mar 2023 | $202.6M | $202.6M | $0 | 7 | 0 |
| Mar 2023 | $202.6M | $202.6M | $0 | 7 | 0 |
| Mar 2022 | $216.9M | $216.9M | $0 | 8 | 0 |
| Mar 2022 | $216.9M | $216.9M | $0 | 8 | 0 |
| Oct 2021 | $153.6M | $153.6M | $0 | 6 | 0 |
| May 2021 | $153.6M | $153.6M | $0 | 6 | 0 |
| Mar 2021 | $153.6M | $153.6M | $0 | 6 | 0 |
| Sep 2020 | $126.6M | $126.6M | $0 | 5 | 5 |
| Sep 2020 | $126.6M | $126.6M | $0 | 5 | 5 |
| Aug 2020 | $126.6M | $126.6M | $0 | 5 | 5 |
| Jun 2020 | $126.6M | $126.6M | $0 | 5 | 5 |
| Mar 2020 | $126.6M | $126.6M | $0 | 5 | 5 |
| Mar 2019 | $121.7M | $121.7M | $0 | 5 | 23 |
| Mar 2018 | $120.4M | $120.4M | $0 | 4 | 0 |
| May 2012 | $60M | $60M | $0 | 1 | 128 |
| Mar 2012 | $60M | $60M | $0 | 1 | 128 |
| Nov 2011 | $50M | $43M | $7M | 1 | 26 |
| Apr 2011 | $50M | $43M | $7M | 5 | -- |
| Mar 2011 | $50M | $43M | $7M | 5 | -- |
| Jun 2010 | $25M | $20M | $5M | 5 | -- |
| Mar 2010 | $25M | $20M | $5M | 5 | -- |
DateMar 2025
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$232.9M
Discretionary$232.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees7
Clients0
DateJul 2023
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$153.6M
Discretionary$153.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees5
Clients5
DateSep 2020
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees5
Clients5
DateAug 2020
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees5
Clients5
DateMar 2020
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees5
Clients5
DateMar 2019
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees5
Clients23
DateMar 2018
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2012
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients128
DateMar 2012
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients128
DateNov 2011
Total AUM$50M
Discretionary$43M
Non-Disc.$7M
Employees1
Clients26
DateApr 2011
Total AUM$50M
Discretionary$43M
Non-Disc.$7M
Employees5
Clients--
DateMar 2011
Total AUM$50M
Discretionary$43M
Non-Disc.$7M
Employees5
Clients--
DateJun 2010
Total AUM$25M
Discretionary$20M
Non-Disc.$5M
Employees5
Clients--
DateMar 2010
Total AUM$25M
Discretionary$20M
Non-Disc.$5M
Employees5
Clients--