Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Client Coverage Demographics
Top client segmentHNWI represent 62.3% of total clients.
Top client categories% of clientsClients
1
HNWI
62.3%
352
2
Individuals
34.0%
192
3
Charitable
2.1%
12
4
Pension Plans
1.1%
6
5
Corporations
0.5%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 16, 2026
Discretionary94.1%
$2.0B
94% of total RAUM94.1%
Non-discretionary5.9%
$126M
6% of total RAUM5.9%
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$2.1B
Total Accounts1,911
10Y AUM Change+$1.7B (+360.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee43:1
10Y Employee Change+3 (+30.0%)
* 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.