Julex Capital Management
SEC RegisteredAdaptive Investing
About the firm
Julex Capital Management, LLC (Julex) is an investment management firm dedicated to creating innovative solutions in the areas of asset allocation, quantitative investing and option overlays. Julex operates as an investment manager as well as an investment consultant. For advisers or institutions without an internal investment team, Julex can serve as your outsourced CIO to help design portfolio solutions for your clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset allocation, quantitative investing, option overlays, tactical ETF strategies, multi-factor equity strategies, risk-based and goal-based portfolio solutions, equity income solutions, high income solutions, customized investment solutions, outsourced CIO (OCIO) services, and ongoing investment research support.
Who they serve
Advisers and institutions without an internal investment team, as well as investors seeking to reach their financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 18 | $1.5M |
| Insurance Companies | 1,698 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Most strategies | 0.50% |
| Large Cap Plus strategy | 0.65% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julex Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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