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 58.6% of total clients.
Top client categories% of clientsClients
1
HNWI
58.6%
351
2
Individuals
25.9%
155
3
Corporations
13.2%
79
4
Investment Cos.
2.3%
14
Categories with <5 clients
NON-PROFIT SCHOOL<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$651Mas of March 31, 2026
Discretionary81.4%
$530M
81% of total RAUM81.4%
Non-discretionary18.6%
$121M
19% of total RAUM18.6%
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$651M
Total Accounts600
10Y AUM Change+$524M (+415.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee30:1
10Y Employee Change+7 (+53.8%)
* 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.