Artifex Financial Group
Artifex Financial Group is a fee-only fiduciary wealth management firm in Dayton, Ohio, founded in 2007, advising more than $325 million across 300+ high-net-worth and retiree households. As of June 2026, it operates as part of Soltis Investment Advisors.
- Company typePrivate
- Founded2007
- HeadquartersDayton, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Artifex Financial Group does
Artifex Financial Group is a fee-only fiduciary wealth management firm headquartered at 2305 Far Hills Avenue, Suite 206, Dayton, Ohio. Founded in 2007, the firm serves more than 300 client households with over $325 million in advised assets, focusing on high-net-worth individuals, pre-retirees, retirees, and small business owners in the Dayton region. Its service offerings span financial planning, wealth management, ESG/impact investing, retirement services (including 401(k) planning and Social Security optimization), tax strategy and preparation, estate planning, insurance and risk management, and investment management across equities, fixed income, real estate, private equity, commodities, and ETFs. The firm positions itself as a 'Client-First Fiduciary' with no commission-based compensation, and supports advisory conversations with a content library of educational articles, videos, financial calculators, and the MoneyMind® behavioral finance assessment.
The firm operates with 1-10 employees and uses a consultative, relationship-based go-to-market model centered on complimentary consultations and direct advisory engagement; it does not employ proprietary technology platforms, distributing instead through referrals, content marketing, and its own website. Revenue is generated via recurring asset management fees calculated as a percentage of assets under management, consistent with standard fee-only fiduciary economics. In June 2026, Artifex was acquired by Soltis Investment Advisors, a strategic operating acquirer building out its Midwest wealth platform; both Artifex founders, including CIO Doug Kinsey, retained active leadership roles within the combined entity, signaling continuity of client relationships and advisory methodology.
Artifex Financial Group firmographics
Firmographics- Name
- Artifex Financial Group
- Legal name
- Artifex Financial Group, LLC
- Website
- https://artifexfinancial.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Artifex Financial Group is a fee-only fiduciary wealth management firm in Dayton, Ohio, founded in 2007, advising more than $325 million across 300+ high-net-worth and retiree households. As of June 2026, it operates as part of Soltis Investment Advisors.
- Ownership category
- akta.pro rank
Artifex Financial Group industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Artifex Financial Group is headquartered
LocationHeadquarters
- HQ city
- Dayton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Artifex Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Asset Management Fees: Artifex Financial Group generates revenue through AUM-based advisory fees. As a fee-only fiduciary firm, they charge clients directly for financial advice without commission-based compensation from product sales. The firm manages over $325 million in client assets across more than 300 households, with fees typically calculated as a percentage of assets under management.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Artifex Financial Group product offering
Product offeringCore offering
Artifex Financial Group is a fee-only fiduciary financial advisory firm providing comprehensive wealth management, financial planning, retirement, tax strategy, estate planning, and investment management services. It serves high-net-worth individuals, pre-retirees/retirees, and small business owners through personalized consultations and ongoing advisory engagements, advising more than $325 million across 300+ client households.
Product overview
Artifex Financial Group is a fee-only fiduciary financial advisory firm based in Dayton, Ohio, established in 2007. The firm operates as a single integrated financial advisory offering rather than a platform-plus-modules architecture. Its core services center on Financial Planning and Wealth Management, supplemented by specialized capabilities including ESG/Impact Investing, Retirement Services, Tax Strategy & Preparation, Estate Planning, and Insurance & Risk Management. The firm also provides complementary tools including Financial Calculators and Educational Resources (videos, articles, whitepapers). Investment management spans multiple asset classes including fixed income, equities, real estate, private equity, commodities, and ETFs. As of 2026, the firm has been acquired by Soltis Investment Advisors but continues operating with its founding partners retaining active leadership roles, serving over 300 client households with approximately $325 million in advised assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Quantifiable outcome
- Over $325 million in client assets managed across 300+ households
Companies that use Artifex Financial Group
Customer profileSegments3 records
Ideal customer profiles3 records
Artifex Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Artifex Financial Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves7 records
Expansion highlights5 records
Artifex Financial Group competitors and assessment
Company assessmentDirect peers
- Soltis Investment Advisors: Parent company and acquirer of Artifex; a fee-only RIA providing wealth management, financial planning, and investment advisory services to HNW individuals and families. Directly comparable service model, fiduciary positioning, and target client base.
- Ronald Blue Trust: Fee-only Christian-focused RIA providing comprehensive financial planning, investment management, and estate/tax services to HNW individuals and families. Closely aligned in fiduciary model, integrated planning approach, and family-wealth orientation.
- Moneta Group: Fee-only RIA serving HNW families and businesses with financial planning, investment management, and tax advisory. Similar comprehensive service suite and mid-size advisor profile.
Broad incumbents
- Mariner Wealth Advisors: Large national RIA offering comprehensive wealth planning, investment management, and tax/estate services to HNW clients. Comparable integrated advisory model and growth-through-acquisition strategy that absorbed firms like Artifex.
- Creative Planning: Major fee-only RIA providing financial planning, investment management, and tax services to individuals and business owners nationwide. Overlapping service mix, fiduciary model, and HNW/mass-affluent focus.
- Carson Group (Carson Wealth): National RIA consolidator offering financial planning, investment management, and coaching to advisors and their clients. Comparable fee-only fiduciary positioning and active M&A roll-up strategy targeting firms of Artifex's profile.
- Edward Jones (Wealth Management): Large national financial advisory firm serving individual investors including retirees and small business owners. Overlapping client segments (HNW, pre-retirees, small business) and financial planning focus, though historically commission-based.
- Fisher Investments: Large RIA specializing in discretionary portfolio management for high-net-worth and institutional clients. Comparable investment management focus and HNW target market, though at much greater scale and with less emphasis on integrated tax/estate planning.
- Charles Schwab Wealth Advisory: Schwab's fee-based advisory service offering financial planning and investment management to retail and mass-affluent clients. Competes with Artifex on wealth management pricing and access, with greater scale and brand.
Emerging players
- Vanguard Personal Advisor: Hybrid digital/human advisory service from Vanguard offering ongoing financial planning and portfolio management at low fees. Represents the digital robo-hybrid competition increasingly pressuring traditional small fee-only RIAs like Artifex.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights2 records
Customer concentration
Artifex Financial Group social profiles
Digital presenceArtifex Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Artifex Financial Group leadership team
Management profileNumber of profiles
Profiles1 record
Artifex Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Artifex Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Artifex Financial Group
What does Artifex Financial Group do?
Artifex Financial Group is a fee-only fiduciary financial advisory firm providing comprehensive wealth management, financial planning, retirement, tax strategy, estate planning, and investment management services. It serves high-net-worth individuals, pre-retirees/retirees, and small business owners through personalized consultations and ongoing advisory engagements, advising more than $325 million across 300+ client households.
Is Artifex Financial Group a public or private company?
Artifex Financial Group is a private company. It is classified as corporate owned and is currently acquired.
When was Artifex Financial Group founded?
Artifex Financial Group was founded in 2007. It employs 1 to 10 people.
Where is Artifex Financial Group based?
Artifex Financial Group is headquartered in Dayton, United States, in the North America region.
How does Artifex Financial Group make money?
One revenue line is on record: asset Management Fees.
Who are Artifex Financial Group's main competitors?
Direct peers on record are Soltis Investment Advisors, Ronald Blue Trust and Moneta Group. Broad incumbents are Mariner Wealth Advisors, Creative Planning, Carson Group (Carson Wealth), Edward Jones (Wealth Management), Fisher Investments and Charles Schwab Wealth Advisory. Vanguard Personal Advisor is listed as an emerging player.
Does Artifex Financial Group have an API?
No public API is recorded for Artifex Financial Group.
What industry is Artifex Financial Group in?
Artifex Financial Group's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.