Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.4% of total clients.
Top client categories% of clientsClients
1
Individuals
81.4%
713
2
Pooled Investment Vehicles
10.4%
91
3
HNWI
8.2%
72
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$342Mas of April 23, 2026
Discretionary62.3%
$213M
62% of total RAUM62.3%
Non-discretionary37.7%
$129M
38% of total RAUM37.7%
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$342M
Total Accounts1,689
10Y AUM Change+$186M (+120.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee73:1
10Y Employee Change+6 (+100.0%)
* 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.