The Institute is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 24, 2026, reports $1.4B in regulatory assets under management, 22 employees, 6 offices, and 1,684 accounts.
Assets Under Management
$1.4B
Employees
22
Offices
6 offices
Total Clients
817
Primary office
DENVER, CO
9878 W. BELLEVIEW AVE., #2306, DENVER, CO, United States
Top client segmentIndividuals represent 74.9% of total clients.
Top client categories% of clientsClients
1
Individuals
74.9%
612
2
HNWI
23.4%
191
3
Pension Plans
0.7%
6
4
Corporations
0.5%
4
5
Charitable
0.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 24, 2026
Discretionary99.2%
$1.4B
99% of total RAUM99.2%
Non-discretionary0.8%
$10M
1% of total RAUM0.8%
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$1.4B
Total Accounts1,684
10Y AUM Change+$1.2B (+729.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee37:1
10Y Employee Change+15 (+214.3%)
* 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.