# Acrylic Financial, Inc.

> Acrylic Financial, Inc. is an SEC-registered investment advisory firm in Fountain Hills, AZ, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 288263
- Filed as: ACRYLIC FINANCIAL, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fountain Hills, AZ
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288263
- AdvisorCensus page: https://advisorcensus.com/firm/acrylic-financial-inc-fountain-hills-az-288263

## Quick answers

**How is Acrylic Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Acrylic Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**How much does Acrylic Financial, Inc. charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Flat fee: $50 to $5,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Acrylic Financial, Inc. located?**
Acrylic Financial, Inc.'s principal office is in Fountain Hills, AZ, according to its Form ADV; the June 2026 filing also lists 11 other offices (Schedule D, Section 1.F).

**Is Acrylic Financial, Inc. registered with the SEC or a state?**
Acrylic Financial, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 288263.

**How much does Acrylic Financial, Inc. manage?**
Acrylic Financial, Inc. reports $73,548,448 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**How have Acrylic Financial, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Acrylic Financial, Inc.: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Acrylic Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (278); high net worth individuals (29); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Acrylic Financial, Inc. use?**
Acrylic Financial, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Acrylic Financial, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288263

**What changed in Acrylic Financial, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

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

> The negotiated fixed rate for creating client financial plans is between $50 and $5,000. Fixed fees are available as a single service

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $73,548,448
- Discretionary: $73,548,448
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 278 | $23,875,643 |
| High net worth individuals | 29 | $40,453,513 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $3,953,201 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $5,266,091 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 21 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, HI, IL, KS, MD, NC, NE, NH, NJ, NY, OK, TN, TX, UT, WI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288263

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Amarillo, TX
- Conreo, TX
- Elkhorn, NE
- Fountain Hills, AZ
- New York, NY
- Palmdale, CA
- Roselle, IL
- Surprise, AZ
- Tavernier, FL
- Van Nuys, CA
- Wichita, KS

### Websites listed on Form ADV (Item 1.I)
- [acrylicfinancial.com](https://acrylicfinancial.com)
- LinkedIn @acrylic-financial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $68,299,261 | 18 | September 28, 2022 |
| October 2023 | $72,416,313 | 18 | October 2, 2023 |
| October 2024 | $84,168,360 | 21 | March 29, 2024 |
| October 2025 | $58,442,331 | 24 | March 26, 2025 |
| October 2026 | $73,548,448 | 21 | May 1, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in NJ.

### 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.

### March 2026
- Registered or notice-filed in TN.

### February 2026
- Registered or notice-filed in WI.

### January 2026
- No longer registered or notice-filed in MA, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acrylic Financial, Inc. (CRD 288263): Form ADV filing data as of October 2026.