Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
320
2
HNWI
31.4%
176
3
Irrevocable Trusts/Estates
4.8%
27
4
Pension Plans
4.3%
24
5
Charitable
1.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$591Mas of March 23, 2026
Discretionary99.2%
$586M
99% of total RAUM99.2%
Non-discretionary0.8%
$5M
1% of total RAUM0.8%
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$591M
Total Accounts1,427
10Y AUM Change+$106M (+21.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee43:1
10Y Employee Change+1 (+8.3%)
* 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.