Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.7% of total clients.
Top client categories% of clientsClients
1
Individuals
91.7%
1,107
2
Corporations
7.5%
91
3
HNWI
0.7%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$204Mas of March 20, 2026
Discretionary20.3%
$42M
20% of total RAUM20.3%
Non-discretionary79.7%
$163M
80% of total RAUM79.7%
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$204M
Total Accounts1,207
10Y AUM Change+$95M (+87.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee241:1
10Y Employee Change+2 (+66.7%)
* 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.