Rexford Capital

RIASEC RegisteredEst. 2025
Total AUM
$151M
Discretionary
$151M
100% of AUM
Avg account
$634K
Accounts
238
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
128227
Registered since
May 21, 2025
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI96.74%
  • Individuals2.65%
  • Corporations / Businesses0.61%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rexford Capital operates as an independent, owner-led registered investment adviser that works with both individual/family and institutional clients. The firm provides financial planning and portfolio management specifically for individuals and small businesses, and charges fees on a percentage-of-AUM basis while also offering hourly and fixed-fee arrangements. Rexford Capital is not positioned as a capital allocator or pension consultant, does not report active ESG investing, and is not identified as a multi-state or related adviser in the available filings. The firm’s SEC registration is recent (2025) but it is not described as a newly formed adviser in the profile data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Public Funds/Mutual Funds 8%, Cash & Cash Equivalents 3%89%
  • Exchange Traded Equities89%
  • Public Funds/Mutual Funds8%
  • Cash & Cash Equivalents3%

Contacts

3 of 3
  • Robert Rexford

    Robert Rexford

    Financial Planer & Portfolio ManagerCRD 1863055

  • Robert Rexford

    Robert Rexford

    Financial AdvisorCRD 6805987

  • Kimberly Rexford

    SecretaryCRD 4702487

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$5.9M in ETFs

Passive

100%

$5.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$4.2M6,94569.75%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth