Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Client Coverage Demographics
Top client segmentHNWI represent 68.0% of total clients.
Top client categories% of clientsClients
1
HNWI
68.0%
70
2
Individuals
25.2%
26
3
Corporations
6.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$508Mas of February 23, 2026
Discretionary55.1%
$280M
55% of total RAUM55.1%
Non-discretionary44.9%
$228M
45% of total RAUM44.9%
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$508M
Total Accounts254
10Y AUM Change+$305M (+150.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee21:1
10Y Employee Change-1 (-16.7%)
* 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.