Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.9% of total clients.
Top client categories% of clientsClients
1
Individuals
88.9%
1,634
2
HNWI
8.8%
161
3
Corporations
1.0%
19
4
Pension Plans
0.7%
13
5
Charitable
0.6%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$782Mas of March 30, 2026
Discretionary98.8%
$772M
99% of total RAUM98.8%
Non-discretionary1.2%
$10M
1% of total RAUM1.2%
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$782M
Total Accounts1,838
10Y AUM Change+$585M (+297.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees55
Clients per Employee33:1
10Y Employee Change+47 (+587.5%)
* 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.