ACRYLIC FINANCIAL, INC.

CRD

288263

SEC file #

801-123623

EIN

868217079

DBA names

—

Economics

AUM

$73.5M

AUM band

$25M-$100M

AUM trajectory

'23 · $68.3M

'25 · $58.4M

'26 · $73.5M

'23'26

$68.3M → $73.5M▲ +8%

sec adv history

Client mix

Individuals Other	278
Individuals High Net Worth	29
Pension Profit Sharing Plans	9
Pooled Investment Vehicles	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 14 advisors

'25 · 24 advisors

'26 · 21 advisors

'23'26

14 advisors → 21 advisors▲ +50%

sec adv history

Primary office

FOUNTAIN HILLS AZ

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing

03/03/2026

ADV-W filed at

—

Website

acrylicfinancial.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TRUHLAR, CHARLES, ANTHONY

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

TRUHLAR, CHARLES, ANTHONY

Racich, David, J.

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ACRYLICFINANCIAL.COM

Rdap Domain Creation Date

2018-10-02T15:35:35Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001886867

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-10-21

Edgar Last Filing Date

2025-08-26

Edgar Form D Count

Edgar Form D Offerings

2025-08-262025-08-26 · 0002081341-25-000006

2024-08-152024-08-15 · 0002012438-24-000006

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4064

Soi Zip Pct 200k Plus

0.1694

Soi Zip Returns 200k Plus

2080

Soi Zip Total AGI

1,858,914

Fdic Zip Total Deposits

16,217,896,000

Fdic Zip Branch Count

228

Fdic Zip Top Banks

JPMorgan Chase Bank, National Association

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Interactive Brokers	2

adv brochure

Edgar Addresses

Mailing

16930 E. PALISADES BLVD.SUITE 100-GFOUNTAIN HILLS, AZ 85268

Business

16930 E. PALISADES BLVD.SUITE 100-GFOUNTAIN HILLS, AZ 85268

Edgar EIN

868217079

Edgar Recent Filings

D/A2025-08-26 · 0002081341-25-000006

D/A2024-08-15 · 0002012438-24-000006

Fdic Zip Branches Raw

Bank One, Arizona, National AssociationFountain Hills, AZ

Community Bank of ArizonaFountain Hills, AZ

Fdic Zip HHI

1381.37

Fdic Zip Top Bank Share Pct

25.12

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-02T15:35:35Z

Rdap Domain Last Changed

2024-11-25T05:58:40Z

Rdap Nameservers

Pdns11.domaincontrol.comPdns12.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	29,882
Returns	2,410

Stub 2

AGI	73,301
Returns	1,970

Stub 3

AGI	101,155
Returns	1,630

Soi Zip Total Business Income

54,470

Soi Zip Total Cap Gains

256,031

Soi Zip Total Dividends

94,805

Soi Zip Total Returns

12,280

Top Owner CRD

4533534

Trust Company Affiliate