Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Client Coverage Demographics
Top client segmentInsurance Cos. represent 57.1% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
57.1%
20
2
Pooled Investment Vehicles
31.4%
11
3
HNWI
11.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 31, 2026
Discretionary98.0%
$2.1B
98% of total RAUM98.0%
Non-discretionary2.0%
$43M
2% of total RAUM2.0%
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$2.2B
Total Accounts35
10Y AUM Change+$2.1B (+3111.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee2:1
10Y Employee Change+14 (+700.0%)
* 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.