REK ADVISORS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
108198
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ROGER KING

    PresidentCRD 1794250

  • JOHN SERVIS

    DirectorCRD 4348356

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth