Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Client Coverage Demographics
Top client segmentHNWI represent 92.9% of total clients.
Top client categories% of clientsClients
1
HNWI
92.9%
65
2
Individuals
7.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of February 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$158M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts375
10Y AUM Change+$34M (+27.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* 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.