A complete list of active advisors currently associated with Rexford Capital

Warmer can help you find a great advisor at Rexford Capital or one who fits your needs even better.

Rexford Capital is a fee‑only, SEC‑registered investment adviser that manages approximately $151 million for about 62 clients, primarily affluent individuals and retirees, while also serving corporations, retirement plans, trusts and a small set of institutional clients. Services include discretionary portfolio management, wealth management and financial planning, delivered under a fiduciary standard. The firm emphasizes a long‑term, behaviorally informed investment approach documented in Investment Policy Statements and typically targets equity exposure with complementary municipal bond holdings and occasional covered‑option strategies; it recommends a minimum ten‑year horizon and manages accounts on a discretionary basis. Rexford combines fundamental security analysis with procedural tools — including block trading and written trading policies — and uses enterprise‑grade AI tools to support research and monitoring while keeping principal judgment and decision‑making in‑house. What is distinctive about Rexford is the breadth of its client mix for a small, two‑advisor firm — the brochure discloses relationships with uncommon client types such as a sovereign wealth fund, banking/thrift and insurance clients, state and municipal government entities, and other investment advisers. The firm also documents operational choices that set it apart from many peers: a firmwide custody relationship with Fidelity, explicit prohibitions on soft‑dollar arrangements, membership in fiduciary standards groups (NAPFA/CFP/CFA), and formal use of paid enterprise AI subscriptions with contractual data protections.

To learn more about the advisors currently working at Rexford Capital, 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.