Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Client Coverage Demographics
Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
142
2
HNWI
37.4%
96
3
Charitable
4.7%
12
4
Corporations
1.9%
5
5
Investment Cos.
0.8%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 30, 2026
Discretionary100.0%
$3.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$1M
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$3.1B
Total Accounts440
10Y AUM Change+$1.9B (+148.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee29:1
10Y Employee Change-2 (-18.2%)
* 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.