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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2002
- Office Locations
- 1
Office Locations
About Rexford Capital
Rexford Capital is an independent, client-first wealth management firm based in Bellaire, TX, providing financial planning and investment management for individuals such as entrepreneurs and retirees. Portfolios are implemented primarily with ETFs and complemented as needed with mutual funds and cash. The firm highlights fee-only credentials via NAPFA and FeeOnlyNetwork membership, and uses Fidelity/NFS for custody.
Team overview
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Services
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Owner & Executives
KIMBERLY WELLS REXFORD
Secretary, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
ROBERT STANLEY REXFORD JR
Advisor, Chief Compliance Officer, President
- CRD
- #1863055
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ROBERT STEELE REXFORD
--
- CRD
- #6805987
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,915,897 | $634,100 |
| Non-Discretionary | $0 | -- |
| Total | $150,915,897 | $634,100 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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