For AdvisorsConsulting
One practice, seen in three lines.
A consulting conversation with Acrylic looks at an advisory practice in three parts: how it grows, how it runs, and how it handles compliance.
Your practiceeverything at once
A consulting conversationthe grating
Growthhow it grows Operationshow it runs Compliancehow it is supervisedThe practice as a whole
Your practiceeverything at once
A consulting conversationthe grating
Growthhow it grows Operationshow it runs Compliancehow it is supervisedThe practice as a whole
What a conversation covers
Read closely, each line is a short set of questions. We work through them with you, starting from what you know about your practice today.
Line one
Growth
Where the practice is going, and what it would take to get there.
Clients. Who you serve today, and who you want to serve next.
New relationships. How new clients find you now, and where they come from.
Services. The advisory services described in Item 4 of Acrylic's Form ADV Part 2A (brochure dated March 3, 2026), among them portfolio management, financial planning and the selection of other advisers.
Direction. What you want the practice to look like a few years from now.
Line two
Operations
How the practice runs from one day to the next.
Custody. Where client accounts are held now, and Acrylic's approved custodians: Charles Schwab & Co., Inc., Interactive Brokers LLC and Mid Atlantic Clearing & Settlement Corporation (Form ADV Part 2A, Item 12).
Technology. The planning, CRM and reporting tools you use, and how they connect.
Billing and reporting. How fees are calculated today, and how clients see their accounts.
Time. Where your week goes, and which work you would hand off.
Line three
Compliance
What has to be filed, reviewed and kept, and who signs it.
Registration. What is involved in becoming an investment adviser representative of Acrylic.
Supervision. How advice and records are reviewed, and by whom. Acrylic's Chief Compliance Officer is Charles Truhlar (Form ADV Part 2A, brochure dated March 3, 2026).
Outside activities. Any broker-dealer registration or insurance license you hold, and how it is disclosed.
Code of ethics. Acrylic's written Code of Ethics, available on request (Form ADV Part 2A, Item 11).
This page describes what a conversation covers. Any advisory service is described in Acrylic's Form ADV Part 2A and set out in a written agreement. Read the Form ADV
Start with a conversation.
A first conversation is with Neil, Brandon or Louis. They can walk you through what being set up with Acrylic involves, and the join path takes it from there.