Apricity Financial, LLC

RIASEC RegisteredEst. 2025

Total AUM

$111M

Discretionary

$87.8M

79% of AUM

Avg account

$609K

Accounts

182

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 330201
Registered since: December 2, 2025
Website: apricity-advisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI66.77%
Individuals18.27%
Pension & Profit Sharing Plans14.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Apricity Financial, LLC is an independent registered investment adviser that became SEC-registered in 2025 and is organized as an LLC. Ownership is held by a combination of a domestic entity and individual owners. The firm serves both individual/family and institutional clients and bills through a mix of AUM-based fees, fixed fees, and performance-linked arrangements. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting-related work. Apricity reports an affiliation with an insurance company and does not identify as an active ESG investor or as a multi-state adviser; it is not classified primarily as a capital allocator.