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REX ADVISERS, LLC
CRD 327283File 801-128357
APPROVED
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.84B
Top 25% of cohort (national)
Discretionary AUM
$1.84B
Clients
20
20 accounts
Employees
12
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 21, 2023
- Principal office
- 55 WALLS DR, SUITE 400, FAIRFIELD, CT, 06824
- Phone
- 305-742-0151
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.84B
- Discretionary AUM
- $1.84B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 20
- Non-discretionary accounts
- 0
- Total accounts
- 20
- AUM per client
- $92.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 14 | $1.75B |
| Pooled investment vehicles | 6 | $98.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 12 | increased by6 |
| Mar 1, 2026 | Clients | 12 | 23 | increased by11 |
| Mar 1, 2026 | AUM | $1,228,565,749 | $1,577,785,808 | increased by$349,220,059 |
| Mar 1, 2026 | Accounts | 12 | 23 | increased by11 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 6 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 4 | 12 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $774,910,500 | $1,228,565,749 | increased by$453,655,249 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 4 | 12 | increased by8 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REX ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REX ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.