Rilex Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
2520 Highway 35, Suite 103
Manasquan NJ 08736
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")