Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.8% of total clients.
Top client categories% of clientsClients
1
HNWI
72.8%
75
2
Individuals
27.2%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$446Mas of March 19, 2026
Discretionary89.7%
$400M
90% of total RAUM89.7%
Non-discretionary10.3%
$46M
10% of total RAUM10.3%
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$446M
Total Accounts467
10Y AUM Change+$219M (+96.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee11:1
10Y Employee Change+1 (+12.5%)
* 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.