Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Subscription fees
Client Coverage Demographics
Top client segmentIndividuals represent 99.8% of total clients.
Top client categories% of clientsClients
1
Individuals
99.8%
476
2
HNWI
0.2%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$363Mas of March 30, 2026
Discretionary5.7%
$21M
6% of total RAUM5.7%
Non-discretionary94.3%
$342M
94% of total RAUM94.3%
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$363M
Total Accounts477
10Y AUM Change+$362M (+36141.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee80:1
10Y Employee Change+1 (+20.0%)
* 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.