ACADIA FINANCIAL SERVICES, LLC

ACADIA FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 309270). Regulatory assets under management: $6.5M.

Registration

• CRD: 309270
• Type: Registered investment adviser
• Phone: 571-444-8696
• Latest filing: 2026-01-08
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 73

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309270 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search