Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Client Coverage Demographics
Top client segmentHNWI represent 50.4% of total clients.
Top client categories% of clientsClients
1
HNWI
50.4%
408
2
Individuals
46.2%
374
3
Pension Plans
1.5%
12
4
Charitable
1.4%
11
5
Corporations
0.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 23, 2026
Discretionary87.0%
$1.8B
87% of total RAUM87.0%
Non-discretionary13.0%
$262M
13% of total RAUM13.0%
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$2.0B
Total Accounts4,310
10Y AUM Change+$1.3B (+183.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee58:1
10Y Employee Change+2 (+16.7%)
* 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.