A complete list of active advisors currently associated with REX Management LLC

Warmer can help you find a great advisor at REX Management LLC or one who fits your needs even better.

Rex Management LLC is a state-registered, single‑advisor independent advisory firm that provides discretionary portfolio management for individual and high‑net‑worth clients, including IRA accounts. The firm oversees roughly $12.8 million across about 25 accounts and confines investments to equities, various bonds, and cash, explicitly avoiding options and short sales. The firm’s investment process emphasizes value, growth, and income analysis, with periodic client interviews to determine individual risk profiles and daily monitoring of accounts and holdings; it generally favors holding investments for a year or longer when tax or risk considerations allow. Accounts are managed on a discretionary basis and executed through a custodial brokerage relationship (clients are commonly on Charles Schwab); the principal discloses occasional personal trading in the same securities but states that client trades are prioritized. Noteworthy features include a long operating history as a solo practice since 1996 and a reliance on client referrals rather than formal marketing or outside affiliations, which may bear on succession or transition planning. The firm does not vote client proxies, reports no disciplinary history or other industry affiliations, and holds no custody of client assets.

To learn more about the advisors currently working at REX Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.