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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2007
- Office Locations
- 1
Office Locations
About Artifex Financial Group, LLC
Artifex Financial Group is a fee-only, client-first fiduciary RIA providing total wealth management and financial planning for families, retirees, high-net-worth households, and small business owners. Services include retirement planning, tax strategy, estate planning, and ongoing portfolio management across public and private holdings, real estate, and 401(k) plans. The firm uses its MoneyMind/FinLife client portal to align priorities and track progress (CIO Doug Kinsey).
Team overview
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Accredited Investors
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CRM
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Owner & Executives
DARREN MATTHEW HARP
Chief Compliance Officer, PARTNER
- CRD
- #2970051
- Ownership
- 50% but less than 75%
DOUGLAS PAUL KINSEY
Financial Advisor
- CRD
- #1223159
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Elizabeth Kaylen Bibeau Salinas
--
- CRD
- #7876932
Jansen Kelly Davidson Jr.
Client Relationship Manager
- CRD
- #7454804
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,581,893 | $340,147 |
| Non-Discretionary | $121,272 | $121,272 |
| Total | $328,703,165 | $339,921 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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