RIA Intel›Advisers›Ohio›APRICITY FINANCIAL PLANNING, LLC

APRICITY FINANCIAL PLANNING, LLC

Advisory

WHITEHOUSE, OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$57K

across 25 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

ROBERT YOUNG ADVISORY, LLC

$1M

THE FINANCIAL STRATEGIES GROUP, INC

INDEPENDENCE, OH

$2M

-96.2% 1Y

SQUARE PEG FINANCIAL SERVICES, LLC

$1M

PETER DAG & ASSOCIATES, INC.

$1M

-61.5% 1Y

SPRATLEY, TROY , RONALD

$2M

BUDAK FINANCIAL GROUP, LLC

$1M

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