JULEX CAPITAL MANAGEMENT

Overview

Julex Capital Management is a boutique SEC-registered investment adviser organized as an LLC and operating since 2015. The firm advises both individual/family clients and institutional clients, providing portfolio management for individuals, small businesses and for businesses or institutions. Its active investment stance is equity-first: filings show a strong preference for exchange-traded equities as the primary building block of client portfolios. Julex also identifies as an active ESG investor, incorporating environmental, social and governance considerations into manager selection and public-equity positioning. The firm’s fee model is primarily percentage-of-AUM with other fee arrangements possible. It is not positioned as a capital allocator and does not operate as a multi-state adviser or pension consultant according to filings. The adviser’s business model emphasizes advisory relationships rather than delegated portfolio control — most client assets are maintained in non-discretionary arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices