# Artifex Financial Group

Artifex Financial Group is a RIA based in Oakwood, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Oakwood, United States
- **Region:** North America
- **Address:** Dayton, OH, United States
- **Assets under management:** Undisclosed
- **Website:** artifexfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/artifex-financial-group

## Regulatory record

- **CRD number:** 140643
- **SEC file number:** 801-112759
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140643

## About

Intelligent Fee-Only Financial Planning, Wealth Management & Business Consulting | Fee-Only Financial Planning and Investment Management

## People

- Kurt W. S. Kopf — Managing Director

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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