RILEX CAPITAL LLC

RIASEC RegisteredEst. 2026
Total AUM
$124M
Discretionary
$124M
100% of AUM
Avg account
$731K
Accounts
170
Employees
1
Advisory reps
1

Firm details

Headquarters
MANASQUAN, New Jersey
CRD number
309783
Registered since
May 14, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.63%
  • Individuals32.37%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Rilex Capital LLC is an independent, privately owned registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also operates as an insurance broker. Rilex bills clients using a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator but does not flag itself as an ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, State & Local Bonds 4%, Cash & Cash Equivalents 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%90%
  • Exchange Traded Equities90%
  • State & Local Bonds4%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • PETER MALDJIAN

    Principal and AdvisorCRD 4471819

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MANASQUAN, NJ

MONMOUTH

Location

MANASQUAN, NJ

Headquartered in MANASQUAN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MONMOUTH
Address
2520 Highway 35
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth