Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Client Coverage Demographics
Top client segmentHNWI represent 89.4% of total clients.
Top client categories% of clientsClients
1
HNWI
89.4%
42
2
Charitable
6.4%
3
3
Pooled Investment Vehicles
4.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of March 24, 2026
Discretionary77.2%
$243M
77% of total RAUM77.2%
Non-discretionary22.8%
$72M
23% of total RAUM22.8%
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$314M
Total Accounts138
10Y AUM Change+$198M (+170.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee16:1
10Y Employee Change+1 (+50.0%)
* 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.