Julex Capital Management, Llc
- Regulatory AUM
- $247M
- Discretionary
- $1.5M
- Clients
- 1,716
- Avg AUM / client
- $144K
- Accounts
- 1,716
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $1.5M | 0.62% |
| Other investment advisers | 1,698 | $245M | 99.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phelan, Brian, Cawley | Member | Apr 2012 (14y) | 5% – 10% | |
| Xianghai Henry Ma | President | CFA | Apr 2012 (14y) | 50% – 75% |
| Jeffrey Brian Megar | Managing Director | CFA | Nov 2015 (11y) | Less than 5% |
| Philbrook, Erik, Christian | Member | Dec 2015 (11y) | Less than 5% | |
| Boylan, Wade, Christopher | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| John Hancock Life Insurance Company (U.S.A.) | Member | Mar 2014 | A | 10% – 25% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗