Investment adviser · CRD 288263
ACRYLIC FINANCIAL, INC.
Investment adviser filing (IA)
FOUNTAIN HILLS, AZ, United States · Form ADV filed May 1, 2026
- Regulatory AUM
- $73.5M Form ADV · Item 5.F
- Client accounts
- 482 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 29 | $40,453,513 | 55.0% |
| Individuals | 278 | $23,875,643 | 32.5% |
| Retirement plans | 9 | $5,266,091 | 7.2% |
| Pooled investment vehicles | 1 | $3,953,201 | 5.4% |
Filing source
Form ADV 2102796 · May 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ACRYLIC EXPLORER FUND LPHedge Fund · Last reported May 1, 2026$3.95MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
INTERACTIVE BROKERS LLC
SEC 8-47257
Fund details & source
- Fund ID
- 805-1058365056
- Reported beneficial owners
- 10
- Minimum commitment
- $100K
Form ADV 2102796 · May 1, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
16930 EAST PALISADES BLVD., SUITE 125FOUNTAIN HILLS, AZ, 85268, United States
CRD 288263
Filing source
Form ADV 2102796 · May 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.