Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.2% of total clients.
Top client categories% of clientsClients
1
HNWI
66.2%
92
2
Individuals
15.8%
22
3
Charitable
7.9%
11
4
Corporations
7.9%
11
5
Pension Plans
2.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$649Mas of March 29, 2026
Discretionary89.8%
$583M
90% of total RAUM89.8%
Non-discretionary10.2%
$66M
10% of total RAUM10.2%
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.
Latest AUM$649M
Total Accounts309
10Y AUM Change$-434M (-40.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change-1 (-14.3%)
* 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.