Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.5% of total clients.
Top client categories% of clientsClients
1
Individuals
49.5%
247
2
HNWI
47.3%
236
3
Pension Plans
3.2%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$366Mas of March 4, 2026
Discretionary82.6%
$303M
83% of total RAUM82.6%
Non-discretionary17.4%
$64M
17% of total RAUM17.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$366M
Total Accounts499
10Y AUM Change+$220M (+151.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee42:1
10Y Employee Change-3 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.