$13.2M Total AUM
$13.2M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-18-1996
- Office Locations
- 1
Office Locations
-- Columbia SC
About REX Management LLC
REX Management is a boutique operator providing management and support for restaurants and lifestyle hospitality brands, drawing on 20+ years of experience across hotels, restaurants, and food & beverage concepts. Its portfolio includes Old Town Alexandria venues such as Landini Brothers and the members-only CXIIIREX club, plus Cooper Mill’s 6,400-sq.-ft. tavern and private event space (up to 120 people).
Team overview
-- AVG AGE
$13.2M AVG AUM / ADVISOR
$529.9K AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Client Personas
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Custodian
Available
Services
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Technology
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Owner & Executives
D
DONALD HAY REX JR
Managing Member, President
- CRD
- #2719314
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,246,515 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,246,515 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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