$9.9M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-28-2015
- Office Locations
- 1
Office Locations
2500 Regency Parkway Cary NC
About Artifex Advisory Group, Inc.
Artifex Advisory Group, Inc. is a Cary, NC–based registered investment adviser serving families and business owners with financial planning, investment management, and retirement plan/employee benefit consulting. Portfolios emphasize asset allocation across public funds, including ETFs and fixed income. The firm also provides insurance solutions, with custody relationships including Schwab and Fidelity.
Team overview
-- AVG AGE
$9.9M AVG AUM / ADVISOR
$381.5K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Capital matrix Timber summit Wave radial Zenith
Client Personas
Vertex Prime value
Custodian
Vertex zenith Alpha Foundation timber Focus
Investment Themes
North focus Frontier ridge Delta
Investment Vehicles
Radial element
Services
Momentum Signal Pathway Ridge pathway Vector Ember Signal atlas Eagle Radial radial
Owner & Executives
D
DAVID JOSHUA ELLIOTT
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4747289
- Ownership
- 75% or more
(408) 613-9178
glacier.matrix@ridgecapital.com
in linkedin.com/in/value-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,300,000 | -- |
| Non-Discretionary | $2,620,000 | -- |
| Total | $9,920,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,920,000
Public Funds:
23.5% Equity - Exchange:
15.6% Corporate - Investment Grade:
6.9% Corporate - Non-Investment Grade:
21.1% Equity - OTC:
7.8% Cash:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,419,257,699 | 23.5% |
| Equity - Exchange | $942,145,536 | 15.6% |
| Corporate - Investment Grade | $416,718,218 | 6.9% |
| Corporate - Non-Investment Grade | $1,274,312,232 | 21.1% |
| Equity - OTC | $471,072,768 | 7.8% |
| Cash | $1,515,888,011 | 25.1% |
| Total | $6,039,394,464 | 100.0% |