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Artifex Financial Group
Artifex Financial Group is a ria based in Oakwood; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Artifex Financial Group
Intelligent Fee-Only Financial Planning, Wealth Management & Business Consulting | Fee-Only Financial Planning and Investment Management
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Oakwood
Corporate office
Dayton, OH, United States
Principals
Kurt W. S. Kopf
Managing Director
Frequently asked questions
Who runs investment decisions at Artifex Financial Group?
Kurt W. S. Kopf serves as Managing Director and makes all investment, insurance, and allocation decisions for the firm. He holds both RIA registration and insurance licensing, allowing him to execute across the advisory and insurance-versed domains. The firm's ADV filings list Kopf as the sole control person.
How does Artifex source and place life insurance and annuity products?
Artifex operates as a direct-licensed insurance agency within the RIA, cutting out the general-agency layer. Kopf evaluates carriers based on underwriting strength, policy guarantees, and contractual terms rather than marketing-based incentives. This allows the firm to integrate a life-insurance balance sheet into the broader portfolio view without the normal split-sale dynamics of a broker-dealer.
Is Artifex structured as a single family office or operates more like an RIA-plus-insurance shop?
Artifex is a registered investment advisor with an embedded licensed insurance agency. It is not a single family office. The firm serves multiple families and business owners by running portfolios and manufacturing in-house insurance placements, avoiding the typical referral handoff to external agents.
Does Artifex participate in fund commitments or only direct deals?
Artifex constructs its client portfolios principally from publicly traded equities and bonds, not from private fund commitments or direct deals. The firm's direct-placement capability is in the insurance channel—whole life, universal life, long-term care, and fixed annuities—rather than in alternative assets.
What is Artifex's known posture on co-investments alongside external GPs?
Artifex does not participate in co-invest or club-deal activity with external general partners. Its dual advisory-and-insurance model is centered on retail-suitable liquid securities and insurance contracts, separating it fundamentally from private-capital firms.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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