APRICITY FINANCIAL, LLC

APRICITY FINANCIAL, LLC is an SEC-registered investment adviser (CRD 330201). Regulatory assets under management: $110.8M.

Registration

• CRD: 330201
• SEC file number: 801-134856
• Type: Registered investment adviser
• Phone: 855-449-7100
• Latest filing: 2026-07-27
• Regulatory AUM: $110.8M
• Discretionary AUM: $87.8M
• Non-discretionary AUM: $23.0M
• Clients: 6
• Accounts: 182

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330201 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search