Rilex Capital provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Rilex Capital reports 170 clients. They include 132 individual clients and 38 high-net-worth individuals. Of its assets, 100.0% ($124M across 170 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 32% |
| High-net-worth individuals | 22% | 68% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $40.2M | 32.4% | $305K |
| High-net-worth individuals | 38 | $84M | 67.6% | $2.21M |
| Total | 170 | $124M | 100% | $731K |
- Clients
- 132
- Regulatory AUM
- $40.2M
- AUM share
- 32.4%
- Avg. per client
- $305K
- Clients
- 38
- Regulatory AUM
- $84M
- AUM share
- 67.6%
- Avg. per client
- $2.21M
Total
- Clients
- 170
- Regulatory AUM
- $124M
- AUM share
- 100%
- Avg. per client
- $731K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Rilex Capital charges 0.20%–1.75% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is in very limited situations negotiable and generally set at $300 an hour.
Peter Maldjian owns 75% or more of Rilex Capital. It has 1 employee.
Leadership
- Peter MaldjianMember and CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Rilex Capital LLC
Peter Maldjian
Control person · since September 2020
Besides its headquarters, Rilex Capital has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 2520 Highway 35, Suite 103, ManasquanHQ
Contact and registration details
- Legal name
- Rilex Capital LLC
- Headquarters
- 2520 Highway 35, Suite 103, Manasquan, NJ 08736
- Website
- Not reported
- Phone
- 732-223-5600
- SEC file
- 801-136181
- Structure
- New Jersey LLC
- Fiscal year end
- December
Rilex Capital uses Charles Schwab ($124M) as custodian for its separately managed accounts. Rilex Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $124M100%
At year end, Rilex Capital’s separately managed accounts were mostly in stocks (90%).
What the accounts hold
- Stocks90%
- Funds1%
- Bonds6%
- State and local bonds4%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Rilex Capital have?
Rilex Capital has 170 clients and manages $124 million for them, as of May 2026. They include 132 individual clients and 38 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 May 2026
What services does Rilex Capital offer?
Rilex Capital provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Rilex Capital charge?
Rilex Capital charges 0.20%–1.75% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Source: BROCHURE, filed 2 April 2026
Which custodians does Rilex Capital use?
Rilex Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $124M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 May 2026
How many financial advisors does Rilex Capital have?
Rilex Capital has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rilex Capital invest in?
At the end of its last fiscal year, Rilex Capital’s separately managed accounts held 90% exchange-traded equities, 4% state and local bonds, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rilex Capital?
Rilex Capital’s direct owner is Peter Maldjian (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 May 2026
How does Rilex Capital get paid?
Rilex Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rilex Capital?
Rilex Capital’s main office is at 2520 Highway 35, Suite 103, Manasquan, NJ 08736. Its phone number is 732-223-5600.