A complete list of active advisors currently associated with Rilex Capital LLC
Warmer can help you find a great advisor at Rilex Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Rilex Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Manasquan, NJ
| 24
|
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