Acrylic Financial, Inc.

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Commissions

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Flat fee: $50 to $5,000 (creating client financial plans)

As stated in the firm's Form ADV Part 2A brochure dated March 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$73,548,448 as of October 2026, filing dated May 1, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2022 (4 years)

Employees

Total: 21. Performing investment advisory functions: 21.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

11 other offices, as of the June 2026 filing

Amarillo, TXConreo, TXElkhorn, NEFountain Hills, AZNew York, NYPalmdale, CARoselle, ILSurprise, AZTavernier, FLVan Nuys, CAWichita, KS

States registered or notice-filed

18 states or jurisdictions

AZCAFLGAHIILKSMDNCNENHNJNYOKTNTXUTWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $68,299,261 in the October 2022 data and $73,548,448 in the October 2026 data, up 8%.

Total employees: 18 in October 2022 and 21 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. June 2026
   • Registered or notice-filed in NJ.
2. April 2026
   • Employees performing advisory functions went from 24 to 21.
   • Regulatory assets under management went from $58,442,331 to $73,548,448 (+26%).
   • Added an office in Fountain Hills, AZ.
   • Added an office in New York, NY.
   • Added an office in Surprise, AZ.
   • Added an office in Van Nuys, CA.
   • No longer lists an office in Belleville, IL.
   • No longer lists an office in Glendale, CA.
   • No longer lists an office in Honolulu, HI.
   • No longer lists an office in Kansas City, MO.
   • No longer lists an office in Leawood, KS.
   • No longer lists an office in Lehi, UT.
   • No longer lists an office in Perry, OK.
   • No longer lists an office in Sandy, UT.
   • No longer lists an office in Wichita, KS.
3. March 2026
   • Registered or notice-filed in TN.
4. February 2026
   • Registered or notice-filed in WI.
5. January 2026
   • No longer registered or notice-filed in MA, MI.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.