Acuity Wealth Management Advisors

Acuity Wealth Management Advisors, operating as Acuity Wealth Management Advisors, is a registered investment adviser based in Lexington, KY, established in July 2015. The firm, owned by Sagacity Holdings, LLC, managed regulatory assets totaling $101,419,791 as of February 29, 2024. Acuity offers investment management services for various clients, including individuals, retirement plans, trusts, and small businesses. The firm designs investment policy statements tailored to clients' risk profiles and objectives, primarily utilizing passively managed mutual funds and model portfolios. Acuity may also recommend individual equity securities based on client preferences. The firm exercises discretionary authority over client portfolios, including fixed income accounts managed by a third-party manager. Additionally, Acuity provides financial planning and consulting services covering areas such as tax planning, retirement planning, and investment analysis. Fees for investment management services are asset-based, starting at 1.50% for the first $500,000. Financial planning fees range from $200 to $250 per hour. Acuity does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have investment discretion and receive quarterly performance reports. The firm does not vote on client securities and does not have custody of client assets. Acuity's Chief Compliance Officer is Nathan Slyh, reachable at (859) 492-7405. For additional details, refer to the firm's Form ADV Part 2B Brochure Supplement for Tammy Farley, available on the SEC's website.