Rex Capital Advisors, LLC

SEC-regulated
Registered investment advisor
Rex Capital Advisors, LLC is an SEC registered investment adviser specializing in providing extensive investment advisory services to high net worth individuals, families, foundations, trusts, and other entities. The firm was founded in 1998 and became registered with the SEC in 2002. With $1,252,646,454 of assets under advisement as of 12/31/21, including $939,622,618 under discretionary management, RCA offers family office services focusing on investment advisory, financial planning, estate and tax planning, and risk management. The firm provides ongoing investment advisory services with discretionary authority to monitor and manage client portfolios, including non-securities investments like real estate and art. RCA's fee structure is based on a percentage of assets under advisement, starting at 1.50% for $10 million to $50 million AUA. Clients with assets exceeding $50 million receive full-service family office offerings. The firm emphasizes a long-term, capital preservation-focused investment approach, combining disciplined asset allocation with comprehensive manager and investment selection. Clients receive written reports up to two times a year, with performance reports provided during formal reviews. RCA has no disciplinary events to report and does not receive compensation from third parties for client referrals. The firm exercises investment discretion, determining securities to buy/sell, broker selection, and commission rates, with client discussions typically preceding transactions. Clients are encouraged to compare custodial statements with RCA reports.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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