Wealth manager, independent · Fountain Hills, AZ
Acrylic Financial, Inc.
SEC-registered investment adviser · CRD 288263 · SEC 801-123623
At a glance
Acrylic Financial, Inc. is an SEC-registered investment adviser based in Fountain Hills, Arizona, with $74 million in regulatory assets under management as of its Form ADV filed May 1, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 307 individual clients. By Form ADV it is a wealth manager, ranked 8,420th of 8,915 wealth managers and 15,683rd of 17,210 SEC-registered advisers by assets.
Main office 833-422-7954acrylicfinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $74M
- Rank among wealth managers
- #8,420 of 8,915
- Rank among all SEC RIAs
- #15,683 of 17,210
- Rank in Arizona
- #192 of 212
- Individual clients
- 307
- High-net-worth clients
- 29
- Accounts
- 482
- Discretionary
- 100% of AUM
- Employees
- 21
- Advisory staff
- 21
- Offices
- 18
Owners and executives on its Form ADV
- Charles A. TruhlarChief Compliance Officer/president
- David J. RacichPartner
- Ashley M. RacichPassive Investor
Custody and brokerage
Broker-dealer
Hybrid RIA
Acrylic Financial, Inc. is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Brooklight Place Securities, Inc..
- Brooklight Place Securities, Inc. ↗CRD 15764
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Brooklight Place Securities as the broker-dealer its advisers are registered with.
Truhlar, and many representatives of Acrylic a re registered representatives of Brooklight Place Securities, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 29 | $40M | 55% |
| Individuals | 278 | $24M | 32% |
| Pension and profit sharing plans | 9 | $5M | 7% |
| Pooled investment vehicles | 1 | $4M | 5% |
Private funds
Acrylic Financial, Inc. reports 1 private funds with $4M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Acrylic Financial, Inc. answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗acrylicfinancial.com ↗
AtlasMembers
The full record on Acrylic Financial, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 3,246 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Acrylic Financial, Inc. manage?
Acrylic Financial, Inc. reports $74 million in regulatory assets under management across 482 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 1, 2026.
What kind of firm is Acrylic Financial, Inc.?
Acrylic Financial, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Acrylic Financial, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($40 million, 29 clients); individuals ($24 million, 278 clients); pension and profit sharing plans ($5 million, 9 clients).
Does Acrylic Financial, Inc. manage private funds?
Yes. It reports 1 private funds with $4 million in gross assets, including hedge funds.
Does Acrylic Financial, Inc. have any disciplinary history?
Acrylic Financial, Inc. answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Acrylic Financial, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →