Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Client Coverage Demographics
Top client segmentIndividuals represent 46.3% of total clients.
Top client categories% of clientsClients
1
Individuals
46.3%
63
2
HNWI
38.2%
52
3
Corporations
8.8%
12
4
Pension Plans
6.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of April 23, 2026
Discretionary86.2%
$106M
86% of total RAUM86.2%
Non-discretionary13.8%
$17M
14% of total RAUM13.8%
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$123M
Total Accounts386
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee68:1
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.