Acquisition · Adviser / wealth-management
Artifex Financial Group
Transaction overview
Reported completed
Exact closing date not established.
In a June 3, 2026 announcement, Soltis Investment Advisors, LLC reported acquiring Ohio-based Artifex Financial Group. Artifex’s co-founders would retain active leadership roles. Its reported $325 million of client assets is not a purchase price. The source does not state an exact closing day or consideration. The event is attributed to the expressly named Soltis adviser, rather than to the LLR website that republished the announcement.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Soltis Grows Midwest Team with Addition of Artifex Financial Group | LLR ↗
Official firm website · Published Jun 3, 2026
In a June 3, 2026 announcement, Soltis Investment Advisors, LLC reported acquiring Ohio-based Artifex Financial Group. Artifex’s co-founders would retain active leadership roles. Its reported $325 million of client assets is not a purchase price. The source does not state an exact closing day or consideration. The event is attributed to the expressly named Soltis adviser, rather than to the LLR website that republished the announcement.