Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Client Coverage Demographics
Top client segmentIndividuals represent 65.4% of total clients.
Top client categories% of clientsClients
1
Individuals
65.4%
134
2
HNWI
24.9%
51
3
Corporations
5.4%
11
4
Charitable
4.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$255Mas of March 18, 2026
Discretionary100.0%
$255M
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.
Total AUM$255M
Total Accounts515
10Y AUM Change+$131M (+106.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
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.