Julex Capital Management

Public-record details

Address

209 West Central Street, Suite 314, Natick, MA 01760

Phone

(781) 707-8319

Listed under

% of assets managed

Legal name

Julex Capital Management, LLC

CRD number

166053

Registration

SEC registered since 2015-10-28

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (% of Fee-Based Assets Per Model Provider Relationships)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$246.7 million

Accounts managed

1,716

Clients reported (Form ADV 5.D)

1,716

Individual / high-net-worth clients

18 / 0

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-24

SEC registered investment adviser, CRD 166053, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 166053 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.