Top client segmentIndividuals represent 80.9% of total clients.
Top client categories% of clientsClients
1
Individuals
80.9%
419
2
HNWI
15.4%
80
3
Corporations
1.5%
8
4
Charitable
1.2%
6
5
Pension Plans
1.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$351Mas of February 24, 2026
Discretionary96.3%
$339M
96% of total RAUM96.3%
Non-discretionary3.7%
$13M
4% of total RAUM3.7%
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$351M
Total Accounts862
10Y AUM Change+$95M (+37.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee74:1
10Y Employee Change-5 (-41.7%)
* 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.