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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.