Top client segmentPension Plans represent 56.5% of total clients.
Top client categories% of clientsClients
1
Pension Plans
56.5%
435
2
Individuals
37.4%
288
3
HNWI
6.1%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$500Mas of April 21, 2026
Discretionary54.8%
$274M
55% of total RAUM54.8%
Non-discretionary45.2%
$226M
45% of total RAUM45.2%
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$500M
Total Accounts2,060
10Y AUM Change+$420M (+525.3%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee28:1
10Y Employee Change+22 (+366.7%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.