Acrylic Financial, Inc.
- Regulatory AUM
- $73.5M
- Discretionary
- $73.5M
- Clients
- 317
- Avg AUM / client
- $232K
- Accounts
- 482
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 278 | $23.9M | 32.5% |
| High net worth individuals | 29 | $40.5M | 55.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.0M | 5.37% |
| Pension and profit sharing plans | 9 | $5.3M | 7.16% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Acrylic Explorer Fund Lp | Hedge Fund | Delaware | $1.8M | 10 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Racich, David, J. | Partner | Feb 2017 (10y) | 10% – 25% | |
| Charles Anthony Truhlar | Chief Compliance Officer/President | CFP Chartered Financial Consultant | Apr 2017 (9y) | 50% – 75% |
| Racich, Ashley, Megan | Passive Investor | Nov 2018 (8y) | 10% – 25% | |
| Patrick Arthur Gierke | Registered representative | Apr 2019 (7y) | ||
| Marina Laura Deering | Registered representative | Jul 2019 (7y) | ||
| John Michael Cox | Registered representative | Jul 2019 (7y) | ||
| Marty Chris Grzynkowicz | Registered representative | Jan 2020 (7y) | ||
| Scott Mclaine | Registered representative | Nov 2020 (6y) | ||
| Mark Thomas Bourgeois | Registered representative | Dec 2020 (6y) | ||
| Joseph James Puetz | Registered representative | Aug 2021 (5y) | ||
| Amy Esplin White | Registered representative | Jun 2022 (4y) | ||
| Jay Don Graham | Registered representative | May 2023 (3y) | ||
| Aram Urfalyan | Registered representative | Mar 2024 (2y) | ||
| Neil Nick Sabagh | Registered representative | Dec 2024 (2y) | ||
| David Lewis Horseman | Registered representative | Jan 2025 (2y) | ||
| Wenjie Weng | Registered representative | Jan 2025 (2y) | ||
| William Scott Barnes | Registered representative | Feb 2025 (2y) | ||
| Guruatma Khalsa | Registered representative | Jul 2025 (1y) | ||
| Jazzmine Thomas | Registered representative | Jan 2026 (1y) | ||
| Ronald Francis Murtha | Registered representative | Chartered Financial Consultant | May 2026 (0y) | |
| Brittany Michelle Kohnke | Registered representative | May 2026 (0y) | ||
| Philford Floyd Jeffords | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Acrylic Explorer Fund Lp | Hedge Fund | $1.8M | $100K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $69.6M (95% of AUM) May 2026
- Interactive Brokers $6.0M (10% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗