Xianghai H. Ma

JULEX CAPITAL MANAGEMENT

NATICK, MA 01760

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CRD#: 6056993

Professional summary

Xianghai Henry Ma, who also goes by XIanghai Ma, is a registered financial advisor currently at JULEX CAPITAL MANAGEMENT located in Natick, Massachusetts.

Xianghai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Xianghai has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Xianghai Ma

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

HENRY IS A PARTNER OF JULEX CAPITAL MANAGEMENT, LLC., AN INVESTMENT ADVISORY FIRM REGISTERED IN MASSACHUSETTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Xianghai Henry Ma's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 7, 2013 - Present

JULEX CAPITAL MANAGEMENT

Office #1: 209 West Central Street Suite 314, Natick, MA 01760

RIA

CRD#: 166053

NATICK, MA

Past

May 2, 2012 - January 21, 2014

CABANA ADVISORS, LLC

RIA

CRD#: 145395

WELLESLEY, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JULEX CAPITAL MANAGEMENT

JULEX CAPITAL MANAGEMENT | JULEX CAPITAL MANAGEMENT, LLC

CRD#: 166053 / SEC#: 801-106823

RIA

Registered Investment Advisory firm - (10/28/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (10/30/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/7/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

JULEX CAPITAL MANAGEMENT

JULEX CAPITAL MANAGEMENT | JULEX CAPITAL MANAGEMENT, LLC

CRD#: 166053 / SEC#: 801-106823

RIA

Registered Investment Advisory firm - (10/28/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (10/30/2015 Terminated)

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Contact information

Main Address

209 West Central Street Suite 314, Natick, MA 01760

Mailing Address

Phone number

(781) 489-5279

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JULEX BROCHURE FYE 2024 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,611
AUM (Assets Under Management)	$ 335,703,957

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Xianghai H. Ma

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Xianghai Henry Ma's CRS (Customer Relationship Summary).

Certified licenses

Experience

JULEX CAPITAL MANAGEMENT

CABANA ADVISORS, LLC

Primary Firm SEC Registration

JULEX CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

JULEX CAPITAL MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JULEX CAPITAL MANAGEMENT

TRUST BUT VERIFY

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