Overview
Assets Under Management: $151 million
High-Net-Worth Clients: 42
Average Client Assets: $3.5 million
Frequently Asked Questions
REXFORD CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128227), REXFORD CAPITAL is subject to fiduciary duty under federal law.
REXFORD CAPITAL serves 42 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, REXFORD CAPITAL offers financial planning and portfolio management for individuals. View all service details ↓
REXFORD CAPITAL manages $151 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, REXFORD CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.74%
Average Client Assets: $3.5 million
Total Client Accounts: 238
Discretionary Accounts: 238
Regulatory Filings
CRD Number: 128227
Filing ID: 2078892
Last Filing Date: 2026-03-31 19:02:23