R
REX Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,246,515
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$529,861
About
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.
Client services
Portfolio management
Expertise
Wealth management
Income planning
Fee options
$0 - $100,000: 0.3% quarterly (1.2% annually) $100,000 - $200,000: 0.25% quarterly (1.0% annually) $200,000 - $500,000: 0.225% quarterly (0.9% annually) $500,000+: 0.2% quarterly (0.8% annually)
Main office location
REX Management LLC
Columbia SC, United States
Number of offices
1
Most active in
REX Management LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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