DFX Intelligence

RIA Intelligence

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SEC-registered adviser

A•••••• F••••••••• I•••

Independent wealth managerFountain Hills, ArizonaCRD 288263SEC 801-123623website IAPD

Latest filing May 1, 2026

First filing on the tape Mar 7, 2022 · 39 filings

SEC status approved since Apr 6, 2022

RAUM

$73.5M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

87%

$64.3M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$3.5M

derived; firm RAUM over IAPD count

Employees

21 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

39 filings and snapshots on the tape

RAUM$73.5M as of May 1, 2026

Mar 6, 2023$72.4M then

HNW client RAUM$40.5M as of May 1, 2026

Mar 6, 2023$44.8M then

State-registered IARs (5.B.3)21 as of May 1, 2026

Mar 6, 202314 then

Employees (5.A)21 as of May 1, 2026

Mar 6, 202316 then

Private funds1 as of May 1, 2026

Mar 6, 20231 then

RAUM +26% over the last fiscal year+0.5% a year over threeIARs 24 to 21offices 20 to 17

Practice profile

derived from the filing of May 1, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)

RAUM per advisor: $3.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 15derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.4MderivedHNW RAUM over HNW clients
Average account: $152,590derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 7.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 1.2derived18 offices incl. principal (1.F.5)
RAUM growth, one year: +26%derivedbetween the last two annual amendments
Advisor growth, one year: -13%derivedItem 5.B.3 between annual amendments
Client growth, one year: +6.2%derived
Compensation: percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$40.5M55%
Individuals$23.9M32%
Pension and profit-sharing plans$5.3M7.2%
Pooled investment vehicles$4.0M5.4%

Individual clients: 278reported
HNW clients: 29reported
Pension plan clients: 9reported
Charitable clients: 0reported
Accounts: 482reported
Financial planning clients: 1-10reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourly, commissionsreported
Class basis: private_client_share=0.87 fund_share=0.05 institutional_share=0.07 related_bd=true related_bank=false bd_reps=7.0derived

Advisors registered through the firm

21 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
C•••••• A•••••• T••••••Certified Financial Planner, Chartered Financial Consultant	Fountain Hills, Az	May 12, 2017	26 y	4
P•••••• A••••• G•••••	Fountain Hills, Az	Apr 12, 2019	34 y	2
M••••• L•••• D••••••	Fountain Hills, Az	Jul 17, 2019	14 y	1
J••• M•••••• C••	Fountain Hills, Az	Jul 31, 2019	26 y	4
M•••• C•••• G•••••••••	Fountain Hills, Az	Jan 15, 2020	34 y	1
S•••• M••••••	Fountain Hills, Az	Nov 30, 2020	13 y	1
M••• T••••• B••••••••	Fountain Hills, Az	Dec 3, 2020	26 y	8
J••••• J•••• P••••	Elkhorn, Ne	Aug 13, 2021	18 y	6
A•• E••••• W••••	Fountain Hills, Az	Jun 9, 2022	16 y	0
J•• D•• G•••••	Fountain Hills, Az	May 17, 2023	26 y	2
A••• T••• U•••••••Certified Financial Planner, Chartered Financial Consultant	Glendale, Ca	Mar 20, 2024	11 y	3
N••• N••• S•••••	Fountain Hills, Az	Dec 17, 2024	11 y	0
D•••• L•••• H•••••••	Fountain Hills, Az	Jan 17, 2025	16 y	0
W••••• W•••	New York, Ny	Jan 27, 2025	19 y	2
W•••••• S•••• B•••••	Rockinham, Nc	Feb 7, 2025	12 y	1
G••••••• K•••••	Fountain Hills, Az	Jul 1, 2025	15 y	0
J••••••• T•••••	Palmdale, Ca	Jan 1, 2026	15 y	0
R••••• F•••••• M•••••Chartered Financial Consultant	Garfield, Nj	May 5, 2026	28 y	4
B••••••• M••••••• K•••••	Fountain Hills, Az	May 8, 2026	10 y	1
P••••••• F•••• J•••••••	Valencia, Ca	Jun 8, 2026	12 y	0
L•••• S••••• M••••••	Fountain Hills, Az	Jul 28, 2026	14 y	0

Advisor movement

2 left, 2 joined in 12 months

net 0 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 9.5% of current headcount5 left over 36 months

Left, latest

M•••••• W• P••••• to L•••••• M••• R••••••••• G•••• L••
Jul 6, 2026 · RIA to a state-registered adviser
R•••••• B•••• W••••••••• to F•••
Jun 11, 2026 · RIA to RIA
A••• T••••• C•• to G••••• V••• C•••••• M••••••••• L••
Apr 21, 2025 · RIA to RIA
K•••• K•••• Y••••••• to G••••• V••• C•••••• M••••••••• L••
Apr 1, 2025 · RIA to RIA
M••••• P•••••• C••••••• to R•••••• F•••••••• G••••• L••
Sep 18, 2024 · RIA to a state-registered adviser
S••••• M••••• H•••••••• to F•••• A••••••• N•••••••• L••
Oct 19, 2022 · RIA to RIA
R••• M•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Aug 31, 2022 · RIA to wirehouse
H••• E•••••• N•••• to E•••••• A••••••• G••••• L••
Sep 20, 2021 · Other
T••••• M••••••• to E•••••• A••••••• G••••• L••
Sep 9, 2021 · Other
M•••••• A••••• B••• to M•••••• B••• F•••••••• S•••••••
Jan 19, 2021 · RIA to a state-registered adviser
A•••• D• P•••• to S•••••• C• E• • C•
Mar 25, 2020 · Other

Joined, latest

B••••••• M••••••• K••••• from E••••• J••••
May 8, 2026 · Affiliated broker-dealer or bank to independent RIA
R••••• F•••••• M••••• from P•••• S••••••••• L••
May 5, 2026 · Affiliated broker-dealer or bank to independent RIA
W•••••• S•••• B••••• from V••••• A•••• M•••••••••
Feb 7, 2025 · RIA to RIA
W••••• W••• from M•• I•••••••• S•••••••• L••
Jan 27, 2025 · Affiliated broker-dealer or bank to independent RIA
A••• T••• U••••••• from C•••••••• F•••••••• G•••• A•••••••
Mar 20, 2024 · Affiliated broker-dealer or bank to independent RIA
K•••• K•••• Y••••••• from E•••••••• A•••••••• L••
Jan 29, 2024 · Affiliated broker-dealer or bank to independent RIA
A••• T••••• C•• from A•••••••• C•••••• M•••••••••
May 18, 2023 · RIA to RIA
J•• D•• G••••• from F••••••••• I••••••••• A••••••• L••
May 17, 2023 · RIA to RIA
S••••• M••••• H•••••••• from W•••• F•••• A•••••••
Apr 7, 2022 · Wirehouse to independent RIA
J••••• J•••• P•••• from V••••• C•••••• M••••••••• L••
Aug 13, 2021 · RIA to RIA
T••••• M••••••• from T••••••••• F•••••••• A•••••••• L••
May 18, 2021 · Affiliated broker-dealer or bank to independent RIA
R••• M•••• from S••••• W••••• A•••••••• I•••
Jan 15, 2021 · Affiliated broker-dealer or bank to independent RIA
M••• T••••• B•••••••• from A•••••••• C•••••• M•••••••••
Dec 3, 2020 · RIA to RIA
S•••• M•••••• from F•••• F•••••••• E••••• C•••••••••
Nov 30, 2020 · Affiliated broker-dealer or bank to independent RIA
M•••••• W• P••••• from M•• I•••••••• S•••••••• L••
Sep 19, 2020 · Affiliated broker-dealer or bank to independent RIA

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
A•••••• E••••••• F••• L•	Hedge Fund	$1.8M	10	Mar 7, 2022

Owners and control persons

Schedule A and B, latest filing

R•••••• D••••• J• · Partnercontrol
since 02/2017 · owns 10% to 25%
T••••••• C••••••• A•••••• · Chief Compliance Officer/Presidentcontrol
since 04/2017 · owns 50% to 75%
R•••••• A•••••• M•••• · Passive Investor
since 11/2018 · owns 10% to 25%

Related persons

Schedule D 7.A

B•••••• A•••••••• I•••
real estaten
C•••••• T•••••• • A•••••••••
real estatey
L••••• F•••••••• L••
real estaten
L••••• B••• I••••••••• L••
real estaten

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Fountain Hills, Az · principal	17	3	0
Conreo, Tx	0	0	1
Honolulu, Hi	0	0	0
Knoxville, Tn	0	0	1

Offices

Schedule D 1.F, the 25 largest

Honolulu, HI2 employees
Amarillo, TX1 employees
Belleville, IL1 employees
Conreo, TX1 employees
Elkhorn, NE1 employees
Glendale, CA1 employees
Honolulu, HI1 employees
Kansas City, MO1 employees
Leawood, KS1 employees
Lehi, UT1 employees
Palmdale, CA1 employees
Perry, OK1 employees
Roselle, IL1 employees
Sandy, UT1 employees
Tavernier, FL1 employees
Wichita, KS1 employees
Wichita, KS1 employees
, 1 employees
, 1 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

account count surgeChange between filings · filing Mar 3, 2026
accounts (Item 5.F.2.f) moved from 298.0 to 482.0 (+62.0%) between the annual amendments of 2025-03-26 and 2026-03-03; the peer median change was +2.0% (135 comparable advisers, 92.0th percentile of changes)
peers: independent wealth managers, under $100M (135) · 92% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 298 to 482
Feb 12, 2026 to Mar 3, 2026
Advisory employees · 24 to 21
Feb 12, 2026 to Mar 3, 2026
BD registered reps · 8 to 7
Feb 12, 2026 to Mar 3, 2026
Individual clients · 260 to 278
Feb 12, 2026 to Mar 3, 2026
Pension plan clients · 8 to 9
Feb 12, 2026 to Mar 3, 2026
Assets in custody · 70410159.0 to unset
Feb 12, 2026 to Mar 3, 2026
Employees · 24 to 21
Feb 12, 2026 to Mar 3, 2026
State-registered IARs · 24 to 21
Feb 12, 2026 to Mar 3, 2026
Other offices · 20 to 17
Feb 12, 2026 to Mar 3, 2026
Discretionary RAUM · $58.4M to $73.5M
Feb 12, 2026 to Mar 3, 2026
HNW RAUM · $30.5M to $40.5M
Feb 12, 2026 to Mar 3, 2026
Individual RAUM · $21.7M to $23.9M
Feb 12, 2026 to Mar 3, 2026
Pension RAUM · $2.8M to $5.3M
Feb 12, 2026 to Mar 3, 2026
Pooled vehicle RAUM · $3.4M to $4.0M
Feb 12, 2026 to Mar 3, 2026
RAUM · $58.4M to $73.5M
Feb 12, 2026 to Mar 3, 2026
Related insurance company · true to false
Feb 12, 2026 to Mar 3, 2026
Accounts · 463 to 298
Jan 26, 2025 to Mar 26, 2025
Advisory employees · 21 to 24
Jan 26, 2025 to Mar 26, 2025
HNW clients · 35 to 29
Jan 26, 2025 to Mar 26, 2025
Individual clients · 253 to 260
Jan 26, 2025 to Mar 26, 2025
Pension plan clients · 5 to 8
Jan 26, 2025 to Mar 26, 2025
Employees · 21 to 24
Jan 26, 2025 to Mar 26, 2025
Financial planning clients · 1-10 to 1-10
Jan 26, 2025 to Mar 26, 2025
State-registered IARs · 21 to 24
Jan 26, 2025 to Mar 26, 2025
Discretionary RAUM · $84.2M to $58.4M
Jan 26, 2025 to Mar 26, 2025
HNW RAUM · $50.3M to $30.5M
Jan 26, 2025 to Mar 26, 2025
Individual RAUM · $25.2M to $21.7M
Jan 26, 2025 to Mar 26, 2025
Pension RAUM · $2.8M to $2.8M
Jan 26, 2025 to Mar 26, 2025
Pooled vehicle RAUM · $5.9M to $3.4M
Jan 26, 2025 to Mar 26, 2025
RAUM · $84.2M to $58.4M
Jan 26, 2025 to Mar 26, 2025
Accounts · 312 to 463
Jan 2, 2024 to Mar 29, 2024
Advisory employees · 19 to 21
Jan 2, 2024 to Mar 29, 2024
BD registered reps · 9 to 8
Jan 2, 2024 to Mar 29, 2024
HNW clients · 31 to 35
Jan 2, 2024 to Mar 29, 2024
Individual clients · 275 to 253
Jan 2, 2024 to Mar 29, 2024
Employees · 19 to 21
Jan 2, 2024 to Mar 29, 2024
State-registered IARs · 17 to 21
Jan 2, 2024 to Mar 29, 2024
Other offices · 17 to 20
Jan 2, 2024 to Mar 29, 2024
Discretionary RAUM · $72.4M to $84.2M
Jan 2, 2024 to Mar 29, 2024
HNW RAUM · $44.8M to $50.3M
Jan 2, 2024 to Mar 29, 2024

Signals

7 dated events

M•••••• W• P••••• left A•••••• F••••••••• I••• for L•••••• M••• R••••••••• G•••• L•• (registered 2026-09-08)
Jul 6, 2026 · Advisor changed firm · fact
R•••••• B•••• W••••••••• left A•••••• F••••••••• I••• for Fmsa (registered 2026-06-15)
Jun 11, 2026 · Advisor changed firm · fact
A••• T••••• C•• left A•••••• F••••••••• I••• for G••••• V••• C•••••• M••••••••• L•• (registered 2025-04-28)
Apr 21, 2025 · Advisor changed firm · fact
K•••• K•••• Y••••••• left A•••••• F••••••••• I••• for G••••• V••• C•••••• M••••••••• L•• (registered 2025-03-28)
Apr 1, 2025 · Advisor changed firm · fact
S••••• M••••• H•••••••• left A•••••• F••••••••• I••• for F•••• A••••••• N•••••••• L•• (registered 2022-10-10)
Oct 19, 2022 · Advisor changed firm · fact
R••• M•••• left A•••••• F••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-07-31)
Aug 31, 2022 · Advisor changed firm · fact
A•••••• F••••••••• I••• filed its initial SEC registration (Form ADV)
Mar 7, 2022 · ria f•••• adv filing · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 833-422-7954reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: linkedin.com/company/acrylic-financialreportedpublic record, Form ADV, Sep 21, 2026
Website: w••.a•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 833-422-7954reportedpublic record, Form ADV, May 1, 2026
Contact form: a•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $3.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026