RILEX CAPITAL LLC
Firm details
- Headquarters
- MANASQUAN, New Jersey
- CRD number
- 309783
- Registered since
- May 14, 2026
- Website
- www.rilexcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1PETER MALDJIAN
Principal and AdvisorCRD 4471819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
PERSONAL FINANCIAL SOLUTIONS, LLC
RIAMANASQUAN, NJ
THE PRIVATE CLIENT ADVISORY GROUP, LLC
RIAMANASQUAN, NJ
WRIGHT ASSET MANAGEMENT INC
RIAMANASQUAN, NJ
KML FINANCIAL SERVICES GROUP, L.L.C.
RIAMANASQUAN, NJ
LEPORE FINANCIAL SERVICES LLC
RIAMANASQUAN, NJ
2444 INVESTMENT SERVICES, LLC
RIAMANASQUAN, NJ