Top client segmentHNWI represent 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
250
2
Individuals
45.3%
207
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$905Mas of March 11, 2026
Discretionary97.7%
$884M
98% of total RAUM97.7%
Non-discretionary2.3%
$21M
2% of total RAUM2.3%
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$905M
Total Accounts1,564
10Y AUM Change+$472M (+109.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee33:1
10Y Employee Change+1 (+7.7%)
* 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.