FOUNTAIN HILLS, AZCRD 288263Latest ADV March 3, 2026
Acrylic Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fountain Hills, AZ. Its latest Form ADV filing, dated March 3, 2026, reports $74M in regulatory assets under management, 21 employees, 17 offices, and 482 accounts.
Assets Under Management
$74M
Employees
21
Offices
17 offices
Total Clients
317
Primary office
FOUNTAIN HILLS, AZ
16930 EAST PALISADES BLVD., SUITE 125, FOUNTAIN HILLS, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.7% of total clients.
Top client categories% of clientsClients
1
Individuals
87.7%
278
2
HNWI
9.1%
29
3
Pension Plans
2.8%
9
4
Pooled Investment Vehicles
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$74Mas of March 3, 2026
Discretionary100.0%
$74M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$74M
Total Accounts482
10Y AUM Change+$5M (+7.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee15:1
10Y Employee Change+3 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.