REX Management LLC

Overview

REX Management LLC is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual operator. Its client base centers on individual and family relationships rather than institutional mandates, and it charges clients a percentage of assets under management. Investment activity is tilted toward public equities: the firm shows a clear preference for exchange-traded instruments and manages accounts on a discretionary basis. REX Management LLC is not an active ESG investor, is not positioned as a multi-state adviser, and does not operate as a capital allocator or pension consultant. Given the asset scale and client count, the firm appears to deliver a high-touch, customized advisory approach rather than large-scale institutional product management.

Assets & Accounts

Public Holdings

Location & Offices