Julex Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Natick, MA. Its latest Form ADV filing, dated February 24, 2026, reports $247M in regulatory assets under management, 3 employees, and 1,716 accounts.
Assets Under Management
$247M
Employees
3
Offices
--
Total Clients
1,716
Primary office
NATICK, MA
209 WEST CENTRAL STREET, SUITE 314, NATICK, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 99.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
99.0%
1,698
2
Individuals
1.0%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of February 24, 2026
Discretionary0.6%
$2M
1% of total RAUM0.6%
Non-discretionary99.4%
$245M
99% of total RAUM99.4%
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.
Total AUM$247M
Total Accounts1,716
10Y AUM Change$-129M (-34.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee572:1
10Y Employee Change-1 (-25.0%)
* 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.