Apricity Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $111M in regulatory assets under management, 6 employees, 3 offices, and 182 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 43.6% of total clients.
Top client categories% of clientsClients
1
Individuals
43.6%
34
2
HNWI
42.3%
33
3
Pension Plans
14.1%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$111Mas of March 30, 2026
Discretionary79.3%
$88M
79% of total RAUM79.3%
Non-discretionary20.7%
$23M
21% of total RAUM20.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$111M
Total Accounts182
10Y AUM Change+$2M (+1.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee13:1
10Y Employee Change+1 (+20.0%)
* 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.