Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Client Coverage Demographics
Top client segmentIndividuals represent 67.9% of total clients.
Top client categories% of clientsClients
1
Individuals
67.9%
378
2
HNWI
29.8%
166
3
Pension Plans
2.0%
11
4
Charitable
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$622Mas of March 24, 2026
Discretionary91.6%
$570M
92% of total RAUM91.6%
Non-discretionary8.4%
$52M
8% of total RAUM8.4%
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$622M
Total Accounts1,678
10Y AUM Change+$367M (+143.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee93:1
10Y Employee Change+2 (+50.0%)
* 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.