# REX Advisers, LLC

> REX Advisers, LLC is an SEC-registered investment advisory firm in Fairfield, CT, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 327283
- Filed as: REX ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairfield, CT
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327283
- AdvisorCensus page: https://advisorcensus.com/firm/rex-advisers-llc-fairfield-ct-327283

## Quick answers

**How is REX Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), REX Advisers, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is REX Advisers, LLC located?**
REX Advisers, LLC's principal office is in Fairfield, CT, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is REX Advisers, LLC registered with the SEC or a state?**
REX Advisers, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327283.

**How much does REX Advisers, LLC manage?**
REX Advisers, LLC reports $1,844,608,830 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have REX Advisers, LLC's assets and staff changed since 2023?**
In the Form ADV data for REX Advisers, LLC: Regulatory assets under management: $0 in the October 2023 data and $1,844,608,830 in the October 2026 data. Total employees: 5 in October 2023 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does REX Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (14); pooled investment vehicles (other than investment companies and business development companies) (6).

**Does REX Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327283

**What changed in REX Advisers, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $1,577,785,808 to $1,844,608,830 (+17%). Added an office in Fairfield, CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,844,608,830
- Discretionary: $1,844,608,830
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 14 | $1,746,597,150 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $98,011,680 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fairfield, CT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 5 | July 6, 2023 |
| October 2024 | $119,260,500 | 2 | June 28, 2024 |
| October 2025 | $774,910,500 | 4 | March 24, 2025 |
| October 2026 | $1,844,608,830 | 12 | September 24, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $1,844,608,830 in the October 2026 data.
Total employees: 5 in October 2023 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $1,577,785,808 to $1,844,608,830 (+17%).
- Added an office in Fairfield, CT.

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- No longer lists the business name REX Shares.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 3 to 5.
- Regulatory assets under management went from $1,228,565,749 to $1,577,785,808 (+28%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $774,910,500 to $1,228,565,749 (+59%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. REX Advisers, LLC (CRD 327283): Form ADV filing data as of October 2026.