Top client segmentIndividuals represent 61.2% of total clients.
Top client categories% of clientsClients
1
Individuals
61.2%
115
2
HNWI
31.9%
60
3
Pension Plans
4.3%
8
4
Charitable
2.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$320Mas of March 27, 2026
Discretionary95.9%
$307M
96% of total RAUM95.9%
Non-discretionary4.1%
$13M
4% of total RAUM4.1%
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.
Total AUM$320M
Total Accounts398
10Y AUM Change+$258M (+420.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee7:1
10Y Employee Change+21 (+420.0%)
* 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.