Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentBanks represent 51.8% of total clients.
Top client categories% of clientsClients
1
Banks
51.8%
29
2
HNWI
23.2%
13
3
Individuals
16.1%
9
4
Pooled Investment Vehicles
5.4%
3
5
Corporations
3.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 16, 2026
Discretionary3.3%
$129M
3% of total RAUM3.3%
Non-discretionary96.7%
$3.8B
97% of total RAUM96.7%
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$3.9B
Total Accounts108
10Y AUM Change+$3.7B (+1562.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee4:1
10Y Employee Change+5 (+62.5%)
* 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.