Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Client Coverage Demographics
Top client segmentIndividuals represent 83.0% of total clients.
Top client categories% of clientsClients
1
Individuals
83.0%
225
2
HNWI
17.0%
46
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of March 31, 2026
Discretionary100.0%
$152M
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$152M
Total Accounts717
10Y AUM Change$-66M (-30.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee54:1
10Y Employee Change+4 (+400.0%)
* 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.