{"url":"https://nivawealth.com/firms/rex-advisers-327283","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/327283","regulatoryAum":1844608830,"crd":"327283","history":[{"filedOn":"2023-07-06","regulatoryAum":0,"clients":0,"employees":5,"offices":1},{"filedOn":"2024-06-28","regulatoryAum":119260500,"clients":1,"employees":2,"offices":1},{"filedOn":"2025-03-24","regulatoryAum":774910500,"clients":4,"employees":4,"offices":1},{"filedOn":"2026-09-24","regulatoryAum":1844608830,"clients":20,"employees":12,"offices":4}],"secFileNumber":"801-128357","legalName":"Rex Advisers, LLC","displayName":"Rex Advisers","slug":"rex-advisers-327283","website":null,"classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"55 Walls DR, Suite 400","city":"Fairfield","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06824"},"tradeNames":[],"registration":{"secApproved":"21 July 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":5,"brokerDealerReps":4,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":1844608830,"discretionary":1844608830,"discretionaryAccounts":20,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":30,"nonAumClients":3},"clientTypes":[{"label":"Investment companies","clients":14,"regulatoryAum":1746597150},{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":98011680}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Rex Advisers does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Scott Acheychek","title":"President","crd":"4769181"},{"name":"Robert Rokose","title":"Chief Financial Officer","crd":"2700025"},{"name":"Mark Deangelis","title":"Chief Compliance Officer","crd":"2827088"},{"name":"Nicholas Cordell","title":"Head of Legal","crd":"8326614"},{"name":"Seamus Harding","title":"Assistant Secretary","crd":"7349790"}],"ownership":[{"label":"Rex Financial, Inc.","detail":"Member in the 75% or more ownership band and a control person, since January 2024."},{"label":"Rex Financial, LLC","detail":"Indirect owner: a shareholder of Rex Financial, Inc. in the 75% or more band and a control person, since January 2024.","parent":"Rex Financial, Inc."},{"label":"G. 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They include 14 investment companies and 6 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Rex Advisers offer?","answer":"Rex Advisers provides portfolio management for investment companies and portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Rex Advisers have?","answer":"Rex Advisers has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Rex Advisers?","answer":"Rex Advisers is owned through a chain of holding companies by Gregory King. Its direct owner is Rex Financial, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Rex Advisers get paid?","answer":"Rex Advisers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Rex Advisers?","answer":"Rex Advisers’ main office is at 55 Walls DR, Suite 400, Fairfield, CT 06824. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}