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Revenue (Tables) | 12 Months Ended
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Dec. 31, 2024
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,
|  | 2024 |  | 2023 |  | 2022
Advisory Fees: |  |  |  |  |  |
Institutional |  | $ | 39,967 |  |  | $ | 37,738 |  |  | $ | 26,653 |
Mutual Funds |  | 28,980 |  |  | 29,745 |  |  | 20,245 |
Wealth Management |  | 2,201 |  |  | 1,172 |  |  | 805 |
Trust Fees |  | 21,904 |  |  | 20,592 |  |  | 21,686 |
Other |  | 1,669 |  |  | 534 |  |  | (708) |
Total revenues |  | $ | 94,721 |  |  | $ | 89,781 |  |  | $ | 68,681 |
Revenue Disaggregation by Geographic Location [Table Text Block] | The following table presents our revenue disaggregated by our clients' geographical locations (in thousands):
Year Ended December 31, 2024 |  | Advisory |  | Trust |  | Performance-based |  | Other |  | Total
Canada |  | $ | 1,017 |  |  | $ | — |  |  | $ | — |  |  | $ | — |  |  | $ | 1,017 |
U.S. |  | 68,738 |  |  | 21,422 |  |  | 1,875 |  |  | 1,669 |  |  | 93,704 |
Total |  | $ | 69,755 |  |  | $ | 21,422 |  |  | $ | 1,875 |  |  | $ | 1,669 |  |  | $ | 94,721 |
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 |

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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 + Details
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