Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Client Coverage Demographics
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
307
2
HNWI
35.2%
173
3
Pension Plans
1.4%
7
4
Corporations
0.6%
3
5
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$590Mas of March 20, 2026
Discretionary97.8%
$577M
98% of total RAUM97.8%
Non-discretionary2.2%
$13M
2% of total RAUM2.2%
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$590M
Total Accounts1,776
10Y AUM Change+$379M (+180.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee61:1
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.