Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.8% of total clients.
Top client categories% of clientsClients
1
HNWI
62.8%
49
2
Individuals
35.9%
28
3
Pooled Investment Vehicles
1.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 23, 2026
Discretionary98.7%
$173M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
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$176M
Total Accounts390
10Y AUM Change+$51M (+40.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee26:1
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.