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Paladin Research Report For:

Doug Kinsey

Artifex Financial Group, LLC

AIF®CIMA®CFP®
2305 Far Hills Avenue
Suite 206
Dayton, OH 45419
855-752-6644

About Doug Kinsey

Doug Kinsey CFP®, CIMA®, AIFA® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio.

Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has received his master's of liberal arts in management degree from Harvard University in 2020.

Doug's passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor.

Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $300,000,000 in assets and serves 300 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, estate planning, tax preparation and planning and private market investments for accredited investors.

See Disclosures

General Information

Firm Start Year
  • 2007
No. of Employees
  • 5-9
CRD#
  • 1223159
Firm CRD#
  • 140643
Name of Custodial Firm
  • TD Ameritrade Institutional, Folio Institutional and Betterment
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 18
Work with the following types of clients
  • Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AIF®, CIMA®
Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability
Financial Organization Memberships
  • Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients
  • 250
Firm's Number of Planning Clients
  • 200
Firm's Number of Managed Clients
  • 50
Assets Managed by Firm
  • $100,000,000
Advisor's Number of Clients
  • ~300
Assets Managed by Advisor
  • $300,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $1,000,000
Compensation Methods
  • Based on Assets, Flat Fee
Fee % Based on Assets
  • 1
Hourly Rate
  • $500
Minimum Fee Charged for Managed Accounts
  • $5,000
Minimum Fee Charged for Hourly Planning Accounts
  • $3500

Education

BA - Political Science

The Ohio State University
9/1979 -6/1983

Master's Degree - Strategy and Management

Harvard University
06/2018 -05/2020

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1887031/paladinregistry-Artifex-Financial-Group,-LLC-detailed-disclosure.html