A complete list of active advisors currently associated with Apricity Financial, LLC
Warmer can help you find a great advisor at Apricity Financial, LLC or one who fits your needs even better.
The firm provides advisory services to individuals (including high‑net‑worth clients), businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning (both ongoing and standalone engagements), retirement plan advisory, and advisory services to pooled private funds. Engagements typically include portfolio construction and ongoing supervision, with financial planning integrated into wealth management or offered as a separate service. Apricity Financial’s investment process is primarily fundamental‑analysis driven and generally long‑term oriented, emphasizing diversified, low‑cost exchange‑traded funds while retaining or using individual securities, bonds, mutual funds, and alternatives where appropriate. Accounts are monitored continuously and managed mostly on a discretionary basis, with client objectives, risk tolerance and reasonable investment restrictions established through regular personal contact. Distinctive aspects noted in the firm’s brochure include the use of performance‑based fees for certain alternative investments offered to “Qualified Clients” who meet specified asset or net‑worth thresholds, and an affiliation with an insurance affiliate through which advisory personnel are licensed to sell insurance and may receive commission income (disclosed as a potential conflict). The brochure also describes an institutional custodian relationship that provides software and other economic benefits to the firm and directs readers to external sources (the firm website and the SEC’s Investment Adviser Public Disclosure) for additional information and third‑party evaluations.
To learn more about the advisors currently working at Apricity Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Apricity Financial, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Mystic, CT
| 26
| |
Carrollton, TX
| 2
| |
Mystic, CT
| 2
| |
Hernando, MS
| 2
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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