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Rexford Capital Inc. (Bellaire)


Rexford Capital Inc. is a large advisory firm based in Bellaire. It manages $28.96 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.

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Rexford Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rexford Capital: assets under management

The assets under management (AUM) of Rexford Capital Inc. is $28.96 million. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.74 million in discretionary accounts and $1.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $894.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $152.07 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rexford Capital Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bellaire

The principal office where Rexford Capital Inc. performs its advisory services is located at 5420 Braeburn Drive, Bellaire, TX 77401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713.838.8383 or by fax 713.838.8484. The normal business hours are 8:30 to 4:00 on Monday - Friday. You can find more information about the New York firm at www.rexfordcapital.com.


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