Top client segmentIndividuals represent 97.9% of total clients.
Top client categories% of clientsClients
1
Individuals
97.9%
415
2
Pension Plans
2.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$572Mas of February 13, 2026
Discretionary25.6%
$147M
26% of total RAUM25.6%
Non-discretionary74.4%
$426M
74% of total RAUM74.4%
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$572M
Total Accounts786
10Y AUM Change+$468M (+450.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee141:1
10Y Employee Change0 (0.0%)
* 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.