Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Client Coverage Demographics
Top client segmentIndividuals represent 78.3% of total clients.
Top client categories% of clientsClients
1
Individuals
78.3%
2,198
2
HNWI
21.5%
603
3
Charitable
0.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of December 2, 2025
Discretionary73.2%
$2.8B
73% of total RAUM73.2%
Non-discretionary26.8%
$1.0B
27% of total RAUM26.8%
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$3.8B
Total Accounts4,554
10Y AUM Change+$2.8B (+270.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees125
Clients per Employee22:1
10Y Employee Change+117 (+1462.5%)
* 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.