Rexford Capital
Firm details
- Headquarters
- ,
- CRD number
- 128227
- Registered since
- May 21, 2025
- Website
- rexfordcapital.com
- 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
FINTRXOverview
Rexford Capital is structured as an independent registered investment adviser operating as a corporation with individual ownership. The firm registered with the SEC in 2025 and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements. Rexford Capital does not self-identify as an active ESG investor and is not listed as a multistate or pension consultant adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Robert Rexford
Financial Planer & Portfolio ManagerCRD 1863055
Robert Rexford
Financial AdvisorCRD 6805987
Kimberly Rexford
SecretaryCRD 4702487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$6.8M in ETFs
99%
$6.7M
1%
$40.5K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $4.6M | 6,701 | 68.10% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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