Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Client Coverage Demographics
Top client segmentIndividuals represent 75.8% of total clients.
Top client categories% of clientsClients
1
Individuals
75.8%
147
2
HNWI
22.7%
44
3
Charitable
1.0%
2
4
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$264Mas of March 13, 2026
Discretionary99.6%
$263M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
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$264M
Total Accounts533
10Y AUM Change+$145M (+121.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee49:1
10Y Employee Change+1 (+33.3%)
* 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.