Artifex Financial Group, Llc
- Regulatory AUM
- $329M
- Discretionary
- $329M
- Clients
- 318
- Avg AUM / client
- $1.0M
- Accounts
- 967
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 197 | $63.4M | 19.3% |
| High net worth individuals | 114 | $249M | 75.6% |
| Pension and profit sharing plans | 7 | $14.5M | 4.41% |
| Corporations and other businesses | Fewer than 5 clients | $2.3M | 0.68% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Darren Matthew Harp | Member/Chief Compliance Officer | Feb 2007 (20y) | 50% – 75% | |
| Douglas Paul Kinsey | Member | CFP | Feb 2007 (20y) | 50% – 75% |
| Alexander Oresman Browning | Investment Adviser Representative/Member | Aug 2022 (4y) | 5% – 10% | |
| Kevin Patrick O Connor | Investment Adviser Representative/Member | Apr 2023 (3y) | 5% – 10% | |
| Jansen Kelly Davidson | Registered representative | CFP | Mar 2022 (4y) | |
| Elizabeth Kaylen Bibeau Salinas | Registered representative | Aug 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 938 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $314M (96% of AUM) Mar 2026
- Folio Investments, Inc. $17.7M (8% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗