REK Advisors, Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 108198
- Fee structure
- Other
Firm profile
FINTRXOverview
REK Advisors, Inc. is a small, privately held corporation registered as an investment adviser and owned by an individual. The firm’s public profile indicates a limited footprint in traditional advisory activities and no designation as a multi-state or pension consultant adviser. REK Advisors does not identify as an active ESG investor and is classified in filings as unclassified, suggesting a boutique or narrowly focused operating model rather than a large, multi-line RIA. The clearest investment signal from public data is a tilt toward private-market allocations: the firm reports activity in venture capital and real estate. That pattern implies REK Advisors prioritizes illiquid, manager-driven strategies over broad public-market indexing, and that client solutions—if any—are likely customized around private fund commitments or direct investments rather than standardized mutual fund or ETF portfolios. The firm's fee structure is listed as “Other,” which often indicates non-traditional billing (for example, flat project fees, retainer arrangements, or negotiated overlays) instead of strict AUM-based percentage fees.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Roger King
PresidentCRD 1794250
John Servis
DirectorCRD 4348356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 5615 Kirby Dr
- Time zone
- CT (UTC-6)
- Office locations
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