Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Client Coverage Demographics
Top client segmentIndividuals represent 86.1% of total clients.
Top client categories% of clientsClients
1
Individuals
86.1%
402
2
HNWI
6.6%
31
3
Corporations
5.8%
27
4
Charitable
1.5%
7
Categories with <5 clients
Pension and profit sharing plans<5 clients
SUBADVISED<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$524Mas of March 30, 2026
Discretionary87.5%
$459M
88% of total RAUM87.5%
Non-discretionary12.5%
$65M
12% of total RAUM12.5%
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$524M
Total Accounts1,208
10Y AUM Change+$417M (+388.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee93:1
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.