Top client segmentIndividuals represent 52.4% of total clients.
Top client categories% of clientsClients
1
Individuals
52.4%
220
2
HNWI
45.7%
192
3
Pension Plans
1.2%
5
4
Charitable
0.7%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$806Mas of March 17, 2026
Discretionary97.9%
$789M
98% of total RAUM97.9%
Non-discretionary2.1%
$17M
2% of total RAUM2.1%
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$806M
Total Accounts1,260
10Y AUM Change+$423M (+110.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee53:1
10Y Employee Change0 (0.0%)
* 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.