Asset manager · Natick, MA
Julex Capital Management
Julex Capital Management, LLC · SEC-registered investment adviser · CRD 166053 · SEC 801-106823
At a glance
Julex Capital Management is an SEC-registered investment adviser based in Natick, Massachusetts, with $247 million in regulatory assets under management as of its Form ADV filed February 24, 2026. Its largest client group by assets is other investment advisers, and it reports 18 individual clients. By Form ADV it is a asset manager, ranked 2,023rd of 3,218 asset managers and 11,164th of 17,210 SEC-registered advisers by assets.
Main office 781-707-8319julexcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $247M
- Rank among asset managers
- #2,023 of 3,218
- Rank among all SEC RIAs
- #11,164 of 17,210
- Rank in Massachusetts
- #473 of 627
- Individual clients
- 18
- High-net-worth clients
- 0
- Accounts
- 1,716
- Discretionary
- 1% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Xianghai H. MaPresident / Chief Compliance Officer
- Brian C. PhelanMember
- Erik C. PhilbrookMember
- Jeffrey B. MegarMember
Custody and brokerage
Custodian
Julex Capital Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 1,698 | $245M | 99% |
| Individuals | 18 | $2M | <1% |
Disciplinary disclosures
Julex Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗julexcapital.com ↗
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The full record on Julex Capital Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 869 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Julex Capital Management manage?
Julex Capital Management reports $247 million in regulatory assets under management across 1,716 accounts, 1% of it on a discretionary basis, on its Form ADV filed February 24, 2026.
What kind of firm is Julex Capital Management?
Julex Capital Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Julex Capital Management’s clients?
By assets, its largest client types are other investment advisers ($245 million, 1,698 clients); individuals ($2 million, 18 clients).
Does Julex Capital Management have any disciplinary history?
Julex Capital Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Julex Capital Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →