WEST PALM BEACH, FLCRD 285961Latest ADV February 4, 2026
Facet is an SEC registered investment adviser organized as a corporation with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated February 4, 2026, reports $6.0B in regulatory assets under management, 168 employees, 25 offices, and 39,720 accounts.
Assets Under Management
$6.0B
Employees
168
Offices
25 offices
Total Clients
13,331
Primary office
WEST PALM BEACH, FL
2054 VISTA PARKWAY, STE 400, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
11,103
2
HNWI
16.7%
2,228
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.0Bas of February 4, 2026
Discretionary100.0%
$6.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.0B
Total Accounts39,720
10Y AUM Change+$6.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees168
Clients per Employee79:1
10Y Employee Change+161 (+2300.0%)
* 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.