Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Client Coverage Demographics
Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
212
2
HNWI
10.3%
25
3
Corporations
1.2%
3
4
Charitable
0.4%
1
5
Government
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of March 4, 2026
Discretionary3.7%
$4M
4% of total RAUM3.7%
Non-discretionary96.3%
$112M
96% of total RAUM96.3%
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$116M
Total Accounts539
10Y AUM Change$-19M (-13.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee48:1
10Y Employee Change+1 (+25.0%)
* 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.