Top client segmentIndividuals represent 63.6% of total clients.
Top client categories% of clientsClients
1
Individuals
63.6%
7
2
HNWI
36.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10Mas of March 31, 2026
Discretionary100.0%
$10M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10M
Total Accounts7
10Y AUM Change$-34M (-78.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee11:1
10Y Employee Change-2 (-66.7%)
* 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.