{"url":"https://nivawealth.com/firms/rilex-capital-309783","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/309783","regulatoryAum":124252334,"crd":"309783","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4471819","suffix":null,"lastName":"MALDJIAN","firstName":"PETER","middleName":"J."}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136181","legalName":"Rilex Capital LLC","displayName":"Rilex Capital","slug":"rilex-capital-309783","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2520 Highway 35, Suite 103","city":"Manasquan","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"08736"},"tradeNames":[],"registration":{"secApproved":"14 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":730896.0823529412,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":124252334,"discretionary":124252334,"discretionaryAccounts":170,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":132,"regulatoryAum":40214453},{"label":"High-net-worth individuals","clients":38,"regulatoryAum":84037881}],"feePrograms":[{"role":"main","program":"Investment Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040094","versionId":1040094,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-04-02","documentName":"BROCHURE","fee_rate_low":0.2,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Stand-alone financial planning and consulting is in very limited situations negotiable and generally set at $300 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040094","versionId":1040094,"submittedOn":"2026-04-02","documentName":"BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:39:42.163607+00:00","documents":[{"name":"BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040094","versionId":1040094,"submittedOn":"2026-04-02"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":124252334}],"custodyNote":"Rilex Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Peter Maldjian","title":"Member and CCO","crd":"4471819"}],"ownership":[{"label":"Peter Maldjian","detail":"Member and cco in the 75% or more ownership band and a control person, since September 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"2520 Highway 35, Suite 103","city":"Manasquan","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"732-223-5600","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":90},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"13 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/309783/PDF/309783.pdf","brochureDate":"2 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1040094","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Rilex Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rilex Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Rilex Capital charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Rilex Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Rilex Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Rilex Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rilex Capital?","answer":"Rilex Capital’s direct owner is Peter Maldjian (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rilex Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Rilex Capital?","answer":"Rilex Capital’s main office is at 2520 Highway 35, Suite 103, Manasquan, NJ 08736. Its phone number is 732-223-5600.","source":"Form ADV Part 1A, Item 1.F, filed 13 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}