Leadership
The principals, by name and by role.
Form ADV Part 2A names three principal owners of Acrylic Financial, Inc. This page shows each of them the way the firm's filings do, and where you can check the record yourself.
Principals
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Charles Anthony Truhlar
President and Chief Compliance Officer
- Designated principal for the firm in Illinois.
- Reviews each financial plan when it is created and again when it is delivered.
Form ADV Part 2A, Items 4A and 13A
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David Racich
Principal owner
- Does not provide investment advice in any capacity for Acrylic.
Form ADV Part 2A, Items 4A and 10C
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Ashley Megan Racich
Principal owner
Form ADV Part 2A, Item 4A
Other roles, disclosed
Each principal's other business roles, and the conflicts of interest they can create, are set out in Item 10 of the brochure. Some of them are below.
- Charles Anthony Truhlar is a licensed insurance agent and a registered representative of Brooklight Place Securities, Inc. In those roles he can earn commissions. They are separate from the fees paid to Acrylic for advisory services.
- He is also Chief Distribution Officer of Brokers Alliance Inc., an insurance wholesaling company.
- David Racich is CEO of Brokers Alliance, Inc., and an owner and Board member of Brooklight Place Securities, Inc.
- Brooklight Place Securities, Inc. is owned by Charles Truhlar and David Racich, so it is an affiliate of Acrylic Financial. It does not provide custodian services to Acrylic advisory clients.
- You are under no obligation to use Charles Anthony Truhlar, or any person or firm affiliated with Acrylic, for insurance or brokerage services. You may use the agent or broker you choose.
When acting in an advisory capacity through Acrylic, supervised persons are held to a fiduciary standard. When they act as registered representatives of a broker-dealer or as insurance agents, they work under the rules for those roles, and that work is not conducted through Acrylic.
Form ADV Part 2A, Items 10A and 10C. Read the brochure
What the filings report
- Criminal or civil actions
- None to report
- Administrative proceedings
- None to report
- Self-regulatory proceedings
- None to report
- Financial condition
- None likely to impair the firm's commitments to clients
- Bankruptcy petitions
- None in the last ten years
Form ADV Part 2A, Items 9 and 18, brochure dated March 3, 2026. Form CRS, dated April 30, 2025, Item 4: “We do not have legal and disciplinary events.”
Questions to ask us
Our Form CRS suggests questions to ask us. These are the ones about the people you would work with.
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“What is your relevant experience, including your licenses, education and other qualifications? What do these qualifications mean?”
Form CRS, Item 2
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“As a financial professional, do you have any disciplinary history? For what type of conduct?”
Form CRS, Item 4
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“Who is my primary contact person? Is he or she a representative of an investment adviser or a broker-dealer? Who can I talk to if I have concerns about how this person is treating me?”
Form CRS, Item 5
Many of the answers for the person who advises you are in their brochure supplement, Form ADV Part 2B: their education, business experience and any disciplinary history. Ask for it before you decide.
Check the record yourself
Look up Acrylic Financial, Inc., CRD 288263, and anyone who advises you, on Investment Adviser Public Disclosure, the SEC's free public search.
Registration as an investment adviser does not imply a certain level of skill or training. Acrylic's written Code of Ethics is free to any client or prospective client who asks for it.