AdvisorCensus / Financial advisors / Massachusetts / Boston / Julex Capital Management
Julex Capital Management
Filed as JULEX CAPITAL MANAGEMENT · Legal name Julex Capital Management, LLC
Julex Capital Management is an SEC-registered investment advisory firm in Natick, MA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.
Quick answers
From the filingHow is Julex Capital Management compensated?
On its Form ADV (Item 5.E, October 2026), Julex Capital Management reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Julex Capital Management located?
Julex Capital Management's principal office is in Natick, MA, according to its Form ADV.
Is Julex Capital Management registered with the SEC or a state?
Julex Capital Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 166053.
How much does Julex Capital Management manage?
Julex Capital Management reports $246,703,138 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (1% discretionary).
How have Julex Capital Management's assets and staff changed since 2021?
In the Form ADV data for Julex Capital Management: Regulatory assets under management: $333,927,898 in the October 2021 data and $246,703,138 in the October 2026 data, down 26%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Julex Capital Management serve?
By number of clients on Form ADV Item 5.D: other investment advisers (1,698); individuals (other than high net worth individuals) (18).
Does Julex Capital Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166053
What changed in Julex Capital Management's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $335,703,957 to $246,703,138 (-27%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated February 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$246,703,138 as of October 2026, filing dated February 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Julex Capital Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (10 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $246,703,138 | 3 | February 24, 2026 |
| October 2025 | $335,703,957 | 3 | March 3, 2025 |
| October 2024 | $363,231,626 | 4 | September 26, 2024 |
| October 2023 | $357,107,857 | 4 | March 28, 2023 |
| October 2022 | $389,138,731 | 4 | April 19, 2022 |
| October 2021 | $333,927,898 | 4 | September 15, 2021 |
Regulatory assets under management: $333,927,898 in the October 2021 data and $246,703,138 in the October 2026 data, down 26%.
Total employees: 4 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $335,703,957 to $246,703,138 (-27%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Julex Capital Management (CRD 166053): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/julex-capital-management-natick-ma-166053