Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.9% of total clients.
Top client categories% of clientsClients
1
HNWI
49.9%
190
2
Individuals
34.9%
133
3
Charitable
7.6%
29
4
Corporations
7.1%
27
5
Investment Cos.
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 29, 2026
Discretionary97.6%
$1.4B
98% of total RAUM97.6%
Non-discretionary2.4%
$34M
2% of total RAUM2.4%
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$1.4B
Total Accounts498
10Y AUM Change$-784M (-35.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee76:1
10Y Employee Change+1 (+25.0%)
* 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.