Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
64
2
HNWI
32.6%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 6, 2026
Discretionary86.0%
$144M
86% of total RAUM86.0%
Non-discretionary14.0%
$23M
14% of total RAUM14.0%
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$167M
Total Accounts347
10Y AUM Change+$111M (+196.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee48:1
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.