DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Julex Capital Management
Legal name Julex Capital Management, LLC
Latest filing Feb 24, 2026
First filing on the tape Oct 15, 2015 · 29 filings
SEC status approved since Oct 28, 2015
RAUM
$247M
reported, Item 5.F
Discretionary
0.6%
of RAUM
Private clients
0.6%
$1.5M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$247M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$247M as of Feb 24, 2026
Mar 3, 2016$169M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Feb 24, 2026
Mar 3, 20162 then
Employees (5.A)3 as of Feb 24, 2026
Mar 3, 20164 then
Private funds: no history
RAUM -27% over the last fiscal year-12% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Feb 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $247MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $143,766derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.6%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$245M99%
- Individuals$1.5M0.6%
- Individual clients
- 18reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,716reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.01 fund_share=0.99 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Xianghai Henry MaChartered Financial Analyst | Natick, Ma | Feb 7, 2013 | 15 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 100% of current headcount1 left over 36 months
Left, latest
- Jeffrey Brian Megar to New Frontier Advisors, LLCFeb 20, 2026 · Other
- Anthony G Ash to Dattilio & Ash Capital Management, LLCNov 30, 2015 · Other
Joined, latest
- Xianghai Henry Ma from Cabana Advisors, LLCFeb 7, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christopher Wade Boylan · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- Henry Xianghai Ma · Presidentcontrolsince 04/2012 · owns 50% to 75%
- Brian Jeffrey Megar · Managing Directorcontrolsince 11/2015 · owns less than 5%
- Cawley Brian Phelan · Membercontrolsince 04/2012 · owns 5% to 10%
- Christian Erik Philbrook · Membersince 12/2015 · owns less than 5%
Entity owners
- John Hancock Life Insurance Company (U.S.A.) · Memberdirect · owns 10% to 25% · public reporting company
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Natick, Ma · principal | 1 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,611 to 1,716Mar 3, 2025 to Feb 24, 2026
- Individual clients · 24 to 18Mar 3, 2025 to Feb 24, 2026
- Discretionary RAUM · $1.5M to $1.5MMar 3, 2025 to Feb 24, 2026
- Individual RAUM · $1.5M to $1.5MMar 3, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $334M to $245MMar 3, 2025 to Feb 24, 2026
- RAUM · $336M to $247MMar 3, 2025 to Feb 24, 2026
- Accounts · 1,314 to 1,611Jan 24, 2025 to Mar 3, 2025
- Advisory employees · 2 to 3Jan 24, 2025 to Mar 3, 2025
- Individual clients · 1,314 to 24Jan 24, 2025 to Mar 3, 2025
- Employees · 4 to 3Jan 24, 2025 to Mar 3, 2025
- Financial planning clients · 0 to 0Jan 24, 2025 to Mar 3, 2025
- State-registered IARs · 2 to 1Jan 24, 2025 to Mar 3, 2025
- Discretionary RAUM · $1.3M to $1.5MJan 24, 2025 to Mar 3, 2025
- Individual RAUM · $363M to $1.5MJan 24, 2025 to Mar 3, 2025
- Non-discretionary RAUM · $362M to $334MJan 24, 2025 to Mar 3, 2025
- RAUM · $363M to $336MJan 24, 2025 to Mar 3, 2025
- HQ city · WELLESLEY to NATICKSep 26, 2024 to Jan 24, 2025
- Accounts · 1,335 to 1,314Mar 28, 2023 to Apr 1, 2024
- Individual clients · 1,335 to 1,314Mar 28, 2023 to Apr 1, 2024
- Discretionary RAUM · $357M to $1.3MMar 28, 2023 to Apr 1, 2024
- Individual RAUM · $357M to $363MMar 28, 2023 to Apr 1, 2024
- Non-discretionary RAUM · $0 to $362MMar 28, 2023 to Apr 1, 2024
- RAUM · $357M to $363MMar 28, 2023 to Apr 1, 2024
- Accounts · 1,326 to 1,335Apr 19, 2022 to Mar 28, 2023
- Individual clients · 1,326 to 1,335Apr 19, 2022 to Mar 28, 2023
- Discretionary RAUM · $1.2M to $357MApr 19, 2022 to Mar 28, 2023
- Individual RAUM · $389M to $357MApr 19, 2022 to Mar 28, 2023
- Non-discretionary RAUM · $388M to $0Apr 19, 2022 to Mar 28, 2023
- RAUM · $389M to $357MApr 19, 2022 to Mar 28, 2023
- Accounts · 1,445 to 1,326Mar 9, 2022 to Apr 19, 2022
- Individual clients · 1,445 to 1,326Mar 9, 2022 to Apr 19, 2022
- Individual RAUM · $402M to $389MMar 9, 2022 to Apr 19, 2022
- Non-discretionary RAUM · $401M to $388MMar 9, 2022 to Apr 19, 2022
- RAUM · $402M to $389MMar 9, 2022 to Apr 19, 2022
- Discretionary RAUM · $1.1M to $1.2MSep 15, 2021 to Mar 9, 2022
- Individual RAUM · $334M to $402MSep 15, 2021 to Mar 9, 2022
- Non-discretionary RAUM · $333M to $401MSep 15, 2021 to Mar 9, 2022
- RAUM · $334M to $402MSep 15, 2021 to Mar 9, 2022
- Accounts · 2,844 to 1,445Jan 22, 2021 to Mar 11, 2021
- Individual clients · 2,844 to 1,445Jan 22, 2021 to Mar 11, 2021
Signals
9 dated events
- Jeffrey Brian Megar left Julex Capital Management for New Frontier Advisors, Llc (registered 2025-07-25)Feb 20, 2026 · Advisor changed firm · fact
- Christopher Wade Boylan (Chief Compliance Officer) appeared on Schedule A of Julex Capital ManagementSep 11, 2024 · Control person joined · fact
- M Brian Moran (Chief Compliance Officer) no longer on Schedule A of Julex Capital Management (listed 2024-04-08, absent 2024-09-11)Sep 11, 2024 · Control person left · inference
- Julex Capital Management reported RAUM $333.9M, down 32% from $492.2M (2021-01-22 to 2021-03-11)Mar 11, 2021 · RAUM change · derived
- Michael Brian Moran (Chief Compliance Officer) appeared on Schedule A of Julex Capital ManagementJan 22, 2021 · Control person joined · fact
- Julex Capital Management reported RAUM $492.2M, down 52% from $1.0B (2020-02-04 to 2020-08-13)Aug 13, 2020 · RAUM change · derived
- Julex Capital Management reported RAUM $1.3B, up 71% from $749.5M (2018-07-03 to 2019-02-01)Feb 1, 2019 · RAUM change · derived
- G Anthony Ash (Member) no longer on Schedule A of Julex Capital Management (listed 2018-07-03, absent 2019-02-01)Feb 1, 2019 · Control person left · inference
- Julex Capital Management filed its initial SEC registration (Form ADV)Oct 15, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/1349395/adminreportedpublic record, Form ADV, Sep 17, 2026
- Website
- JULEXCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 7817078319reportedpublic record, Form ADV, Feb 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $247Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026