# Julex Capital Management

> 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.

- CRD: 166053
- Filed as: JULEX CAPITAL MANAGEMENT
- Legal name: Julex Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Natick, MA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166053
- AdvisorCensus page: https://advisorcensus.com/firm/julex-capital-management-natick-ma-166053

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $246,703,138
- Discretionary: $1,527,893
- Non-discretionary: $245,175,245

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $1,527,893 |
| Other investment advisers | 1,698 | $245,175,245 |

### 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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- julexcapital.com
- LinkedIn @1349395

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $333,927,898 | 4 | September 15, 2021 |
| October 2022 | $389,138,731 | 4 | April 19, 2022 |
| October 2023 | $357,107,857 | 4 | March 28, 2023 |
| October 2024 | $363,231,626 | 4 | September 26, 2024 |
| October 2025 | $335,703,957 | 3 | March 3, 2025 |
| October 2026 | $246,703,138 | 3 | February 24, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $335,703,957 to $246,703,138 (-27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Julex Capital Management (CRD 166053): Form ADV filing data as of October 2026.