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Revenue (Tables)

12 Months Ended

Dec. 31, 2023

Revenue from Contract with Customer [Abstract]

Disaggregation of Revenue [Table Text Block]

Sales taxes are excluded from revenues. The following table presents our revenue disaggregated by account type (in thousands).

						Year Ended December 31,
						2023						2022						2021
Advisory Fees:
Institutional						$	37,738					$	26,653					$	31,069
Mutual Funds						29,745						20,245						17,507
Wealth Management						1,172						805						686
Trust Fees						20,592						21,686						24,131
Other						534						(708)						(339)
Total revenues						$	89,781					$	68,681					$	73,054

Revenue Disaggregation by Geographic Location [Table Text Block]

We have clients in various locations around the world. The following table presents our revenue disaggregated by our clients' geographical locations (in thousands):

Year Ended December 31, 2023						Advisory						Trust						Performance-based						Other						Total
Canada						$	1,105					$	—					$	—					$	—					$	1,105
U.S.						66,286						20,242						1,614						534						88,676
Total						$	67,391					$	20,242					$	1,614					$	534					$	89,781
Year Ended December 31, 2022						Advisory						Trust						Performance-based						Other						Total
Canada						1,171						—						—						—						1,171
U.S.						45,514						21,686						1,018						(708)						67,510
Total						$	46,685					$	21,686					$	1,018					$	(708)					$	68,681

Year Ended December 31, 2021						Advisory						Trust						Performance-based						Other						Total
Canada						1,163						—						—						—						1,163
Europe						638						—						262						—						900
U.S.						45,512						24,131						1,687						(339)						70,991
Total						$	47,313					$	24,131					$	1,949					$	(339)					$	73,054

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- Definition

Tabular disclosure of disaggregation of revenue into categories depicting how nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factor.

+ References

Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef
-Topic 606
-SubTopic 10
-Name Accounting Standards Codification
-Section 50
-Paragraph 5
-Publisher FASB
-URI https://asc.fasb.org//1943274/2147479806/606-10-50-5

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- Definition

[Table Text Block] for Revenue Disaggregation by Geographic Location [Table]

+ References

No definition available.

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