Rilex Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$124,252,334
Clients
170
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
170
Very HighAverage account size
$730,896
About
Rilex Capital provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates and small businesses, and offers standalone financial planning in limited situations. The firm manages roughly $124 million in client assets across about 170 client relationships and operates as a single-advisor practice.
Rilex Capital generally manages client accounts on a discretionary basis using model portfolios and customized asset-allocation across stocks, corporate and government bonds, and ETFs, employing both fundamental and technical analysis. Accounts are monitored on an ongoing basis with at least annual reviews, and the firm commonly recommends Charles Schwab for custody and trade execution.
The firm is affiliated with a tax and accounting practice led by a CPA, which allows coordination of tax and accounting services for family-owned businesses, trusts, and similar clients; that relationship is disclosed as a potential conflict of interest. Rilex Capital also serves corporate/business clients (an uncommon client type for similar independent, single-advisor firms) and previously had insurance sales through supervised persons, though the principal terminated his insurance producer license in 2025 and the firm no longer offers insurance products.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Income planning
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fees may be charged for certain services, but specific amounts not disclosed.
$50,000 - $100,000: 1.75% $100,000 - $250,000: 1.50% $250,000 - $1,000,000: 1.20% $1,000,000 - $5,000,000: 0.90% $5,000,000 - $20,000,000: 0.50% $20,000,000 - $100,000,000: 0.20%
Certain supervised persons may offer insurance products under a commission arrangement in their individual capacities.
Generally $300 per hour for standalone financial planning/consulting services.
Account minimum: $50,000
Main office location
Rilex Capital LLC
2520 Highway 35, Suite 103
Manasquan NJ 08736, United States
Number of offices
1
Most active in
Rilex Capital LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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