Top client segmentHNWI represent 68.2% of total clients.
Top client categories% of clientsClients
1
HNWI
68.2%
45
2
Individuals
31.8%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of March 12, 2026
Discretionary95.7%
$102M
96% of total RAUM95.7%
Non-discretionary4.3%
$5M
4% of total RAUM4.3%
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$107M
Total Accounts117
10Y AUM Change+$69M (+182.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee33:1
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.