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 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
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 21Active vs passive
$5.9M in ETFs
100%
$5.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $4.2M | 6,945 | 69.75% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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