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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ARTIFEX FINANCIAL GROUP, LLC

CRD 140643

OAKWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08fb7cd7-35af-b087-7757-0af29eb263a8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Nov 14, 2011 to Mar 31, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $329MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $329M
Private client RAUM: $312MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $82.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 967
Individual clients: 197
High net worth clients: 114
SEC number: 801-112759
CRD: 140643
Filings on the tape: 29
First filed: Nov 14, 2011
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, OH
Website: artifexfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS PAUL KINSEY	Certified Financial Planner	Dayton, OH \| OAKWOOD, OH \| ST. GEORGE, UT	15	27	3	no
DARREN MATTHEW HARP	n/a	OAKWOOD, OH \| Mason, OH \| ST. GEORGE, UT	15	27	3	no
Alexander Oresman Browning	n/a	Dayton, OH \| ST. GEORGE, UT	4	11	n/a	no
Elizabeth Kaylen Bibeau Salinas	n/a	ST. GEORGE, UT \| Dayton, OH \| Mamaroneck, NY	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARP, DARREN, MATTHEW	MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	02/2007	Nov 14, 2011	Aug 2, 2024
KINSEY, DOUGLAS, PAUL	Member	D	yes	02/2007	Nov 14, 2011	Aug 2, 2024
Browning, Alexander, Oresman	INVESTMENT ADVISER REPRESENTATIVE/MEMBER	A	no	04/2023	Jul 19, 2023	Aug 2, 2024
OConnor, Kevin, Patrick	INVESTMENT ADVISER REPRESENTATIVE/MEMBER	A	no	04/2023	Jul 19, 2023	Aug 2, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Mason	Oh	United States	2	no
Columbus	Oh	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$329M	$329M	5	5	2	n/a	n/a
2024	Mar 19, 2025	$282M	$282M	7	7	2	n/a	n/a
2023	Mar 19, 2024	$233M	$233M	7	6	2	n/a	n/a
2022	Mar 24, 2023	$203M	$203M	7	6	2	n/a	n/a
2021	Mar 14, 2022	$217M	$217M	8	5	2	n/a	n/a
2020	Mar 23, 2021	$154M	$154M	6	5	2	n/a	n/a
2019	Mar 5, 2020	$127M	$127M	5	3	2	n/a	n/a
2018	Mar 28, 2019	$122M	$122M	5	4	2	n/a	n/a
2011	Mar 28, 2012	$60.0M	$60.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	1	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$329M	$282M	16.6%	$203M	17.5%	5	7	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIDUCIARY WEALTH GROUP, LLC	2	Jan 24, 2019	Jan 17, 2019	OAKWOOD, OH	Team lift out	RIA to RIA	50.0%

Relationships

Registered with (8)

← Elizabeth Kaylen Bibeau SalinasAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← Alexander Oresman BrowningAdvisorregistration: current employment
Aug 15, 2022 to presentfactForm ADV
← DOUGLAS PAUL KINSEYAdvisorregistration: previous registration
Mar 27, 2007 to May 14, 2010factForm ADV
← DARREN MATTHEW HARPAdvisorregistration: previous registration
Mar 27, 2007 to May 14, 2010factForm ADV
← Jansen Kelly DavidsonAdvisorregistration: previous registration
Mar 28, 2022 to Aug 12, 2026factForm ADV
← Kevin Patrick OConnorAdvisorregistration: previous registration
Dec 18, 2020 to Jun 24, 2025factForm ADV
← RANDOLPH ERIK GANTTAdvisorregistration: previous registration
Dec 5, 2012 to Jan 25, 2019factForm ADV
← John Charles GirvinAdvisorregistration: previous registration
Apr 20, 2011 to Jan 24, 2019factForm ADV

Controls (2)

← KINSEY, DOUGLAS, PAULOwnerMEMBER, ownership code D, individual
Nov 14, 2011 to Aug 2, 2024factForm ADV
← HARP, DARREN, MATTHEWOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Nov 14, 2011 to Aug 2, 2024factForm ADV

Owns (2)

← OConnor, Kevin, PatrickOwnerINVESTMENT ADVISER REPRESENTATIVE/MEMBER, ownership code A, individual
Jul 19, 2023 to Aug 2, 2024factForm ADV
← Browning, Alexander, OresmanOwnerINVESTMENT ADVISER REPRESENTATIVE/MEMBER, ownership code A, individual
Jul 19, 2023 to Aug 2, 2024factForm ADV

Moved with (1)

→ FIDUCIARY WEALTH GROUP, LLCRegistered adviser2 advisors, team lift out
Jan 24, 2019 to Jan 17, 2019factForm ADV

Dated events

Occurred
Aug 12, 2026
Advisor changed firm
Jansen Kelly Davidson left Artifex Financial Group, Llc for Soltis Investment Advisors, Llc (registered 2026-06-11)
Form ADVobserved 5 days ago
Occurred
Jun 24, 2025
Advisor changed firm
Kevin Patrick Oconnor left Artifex Financial Group, Llc for Ram And Oak Investment Partners, Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Mar 3, 2018
First Form ADV filing
Artifex Financial Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08fb7cd7-35af-b087-7757-0af29eb263a8
First observed: Nov 14, 2011
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARTIFEX FINANCIAL GROUP, LLC

CRD 140643

OAKWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08fb7cd7-35af-b087-7757-0af29eb263a8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS PAUL KINSEY

Certified Financial Planner

Dayton, OH | OAKWOOD, OH | ST. GEORGE, UT

DARREN MATTHEW HARP

n/a

OAKWOOD, OH | Mason, OH | ST. GEORGE, UT

Alexander Oresman Browning

n/a

Dayton, OH | ST. GEORGE, UT

n/a

Elizabeth Kaylen Bibeau Salinas

n/a

ST. GEORGE, UT | Dayton, OH | Mamaroneck, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARP, DARREN, MATTHEW

MEMBER/CHIEF COMPLIANCE OFFICER

yes

02/2007

Nov 14, 2011

Aug 2, 2024

KINSEY, DOUGLAS, PAUL

Member

yes

02/2007

Nov 14, 2011

Aug 2, 2024

Browning, Alexander, Oresman

INVESTMENT ADVISER REPRESENTATIVE/MEMBER

04/2023

Jul 19, 2023

Aug 2, 2024

OConnor, Kevin, Patrick

INVESTMENT ADVISER REPRESENTATIVE/MEMBER

04/2023

Jul 19, 2023

Aug 2, 2024

City

State

Country

Employees

Also broker-dealer

Mason

United States

Columbus

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$329M

n/a

2024

Mar 19, 2025

$282M

n/a

2023

Mar 19, 2024

$233M

n/a

2022

Mar 24, 2023

$203M

n/a

2021

Mar 14, 2022

$217M

n/a

2020

Mar 23, 2021

$154M

n/a

2019

Mar 5, 2020

$127M

n/a

2018

Mar 28, 2019

$122M

n/a

2011

Mar 28, 2012

$60.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$329M

$282M

16.6%

$203M

17.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIDUCIARY WEALTH GROUP, LLC

Jan 24, 2019

Jan 17, 2019

OAKWOOD, OH

Team lift out

RIA to RIA

50.0%