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 entered SEC registration in 2025 and operates as a limited liability company owned by a mix of a domestic entity and an individual. The firm serves both individual and family clients and institutional investors, offering financial planning and portfolio management across individual/small-business accounts and pooled investment vehicles. Its service set includes pension consulting and it reports an affiliation with an insurance company. Fee arrangements at Apricity combine asset-based charges with the option for fixed fees and performance-based fees, reflecting a mix of traditional advisory billing and incentive structures. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.