Rewbix
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rewbix provides personalized, AI-driven investment advisory services to individual, retail, and qualified investors through an interactive online platform. Services described in the brochure include automated portfolio management, dividend reinvestment, diversification strategies, ongoing account reviews, and a set of core and advanced strategies (including a Bitcoin-focused cryptocurrency option).
The firm relies on quantitative and machine learning models and a detailed onboarding questionnaire to match strategies to client objectives, and it manages accounts on a discretionary basis, executing trades on clients’ behalf. Custody and trade execution are handled through third-party brokerages (including Interactive Brokers and Alpaca), and client interaction for investment advice is routed exclusively through the Rewbix website rather than direct advisor contact.
Noteworthy aspects include the firm’s internet-only delivery model, its use of performance-based and usage-based fee arrangements for certain clients, and an internal token system (“Rubies”) to meter advanced strategy usage—features the brochure highlights as part of its product design and conflict disclosures. The brochure also discloses that the firm may employ the same AI strategies for proprietary accounts, does not engage in proxy voting on clients’ behalf, and requires clients to use the custodians it designates rather than permitting outside broker-dealers.
Client services
Expertise
Fee options
2% annually
Up to 20% for qualified and accredited investors
Account minimum: $50
Main office
9900 Spectrum Drive
Austin TX 78717
Advisors at this office
1
Most active in
Texas
Also doing business as
Rewbix · Rewbix Ai Investments LLC · Rewbix Inc.
Disclosures
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