Stellex Capital
New York, NY·SEC-registered · CRD #174278
Stellex Capital is an SEC-registered investment advisory firm in New York, NY managing $6.9B across 20 client accounts, with 36 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.9B
Client accounts
20
Advisory staff
36
Fee model
Fee-only
How Stellex Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Stellex Capital
How much does Stellex Capital manage?
Per its most recent SEC Form ADV filing (03/31/2026), Stellex Capital reports $6.9B in regulatory assets under management across roughly 20 client accounts.
How does Stellex Capital charge?
Stellex Capital is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Stellex Capital a fiduciary?
Yes. Stellex Capital is registered with the U.S. Securities and Exchange Commission (CRD #174278), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Stellex Capital taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Stellex Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Stellex Capital's public SEC Form ADV filing (CRD #174278, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Stellex Capital. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Stellex Capital? Claim this profile.