Top client segmentIndividuals represent 84.3% of total clients.
Top client categories% of clientsClients
1
Individuals
84.3%
553
2
HNWI
14.6%
96
3
Pension Plans
0.9%
6
4
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$419Mas of March 30, 2026
Discretionary100.0%
$419M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$419M
Total Accounts1,670
10Y AUM Change+$316M (+305.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee41:1
10Y Employee Change+10 (+166.7%)
* 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.