Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Client Coverage Demographics
Top client segmentHNWI represent 84.4% of total clients.
Top client categories% of clientsClients
1
HNWI
84.4%
38
2
Individuals
11.1%
5
3
Pooled Investment Vehicles
4.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$631Mas of April 24, 2026
Discretionary91.0%
$575M
91% of total RAUM91.0%
Non-discretionary9.0%
$57M
9% of total RAUM9.0%
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$631M
Total Accounts294
10Y AUM Change+$259M (+69.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee5:1
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.