Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Client Coverage Demographics
Top client segmentIndividuals represent 52.1% of total clients.
Top client categories% of clientsClients
1
Individuals
52.1%
199
2
HNWI
47.6%
182
3
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$679Mas of February 23, 2026
Discretionary96.8%
$657M
97% of total RAUM96.8%
Non-discretionary3.2%
$22M
3% of total RAUM3.2%
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$679M
Total Accounts912
10Y AUM Change+$492M (+263.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee27:1
10Y Employee Change+8 (+133.3%)
* 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.