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ACRYLIC FINANCIAL, INC.
CRD 288263File 801-123623
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$73.5M
Bottom 25% of cohort (national)
Discretionary AUM
$73.5M
Clients
317
482 accounts
Employees
21
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 6, 2022
- Principal office
- 16930 EAST PALISADES BLVD., SUITE 125, FOUNTAIN HILLS, AZ, 85268
- Phone
- 833-422-7954
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $73.5M
- Discretionary AUM
- $73.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 482
- Non-discretionary accounts
- 0
- Total accounts
- 482
- AUM per client
- $232K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $40.5M |
| Pooled investment vehicles | 1 | $4.0M |
| Pension and profit sharing plans | 9 | $5.3M |
| Individuals (other than high net worth individuals) | 278 | $23.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 24 | 21 | decreased by3 |
| Apr 1, 2026 | Clients | 298 | 317 | increased by19 |
| Apr 1, 2026 | AUM | $58,442,331 | $73,548,448 | increased by$15,106,117 |
| Apr 1, 2026 | Accounts | 298 | 482 | increased by184 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 24 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 272 | 298 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $68,299,261 | $58,442,331 | decreased by$9,856,930 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 271 | 298 | increased by27 |
| Oct 1, 2022 | Employees | 19 | 18 | decreased by1 |
| Sep 1, 2022 | Employees | 20 | 19 | decreased by1 |
| Jul 1, 2022 | Employees | 19 | 20 | increased by1 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACRYLIC FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACRYLIC FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.