Top client segmentIndividuals represent 71.0% of total clients.
Top client categories% of clientsClients
1
Individuals
71.0%
152
2
HNWI
27.1%
58
3
Pooled Investment Vehicles
1.4%
3
4
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$169Mas of March 12, 2026
Discretionary98.2%
$166M
98% of total RAUM98.2%
Non-discretionary1.8%
$3M
2% of total RAUM1.8%
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$169M
Total Accounts213
10Y AUM Change+$49M (+41.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee43:1
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.