Top client segmentIndividuals represent 58.9% of total clients.
Top client categories% of clientsClients
1
Individuals
58.9%
245
2
HNWI
41.1%
171
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$563Mas of March 9, 2026
Discretionary96.2%
$542M
96% of total RAUM96.2%
Non-discretionary3.8%
$21M
4% of total RAUM3.8%
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$563M
Total Accounts500
10Y AUM Change+$402M (+248.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee59:1
10Y Employee Change+4 (+133.3%)
* 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.