Acrylic Financial, Inc.

Registered investment adviser · Fountain Hills, AZ · CRD #288263

Form ADV data as of 2026-09-01

Regulatory assets

$73.5 million

Total accounts

482

Employees

Disclosure events

Firm details

Website: https://www.acrylicfinancial.com
Telephone: 833-422-7954
SEC file number: 801-123623
Most recent Form ADV filing: 2026-05-01
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization expelled, suspended, barred, or restricted the firm

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$73.5 million
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$73.5 million
Discretionary accounts	482
Non-discretionary accounts	0
Total accounts	482
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	21
Employees performing investment advisory functions (including research)	21
Employees who are registered representatives of a broker-dealer	7
Employees registered as investment adviser representatives with a state	21
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	21
Firms or persons who solicit advisory clients on the firm's behalf	3

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$4.0 million
Clients for whom a related person has custody	1
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Commissions

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerInsurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	278	$23.9 million
High net worth individuals	29	$40.5 million
Pooled investment vehicles (other than investment companies and BDCs)	1	$4.0 million
Pension and profit sharing plans (not the participants or government plans)	9	$5.3 million