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REX ADVISERS, LLC

FAIRFIELD, CT · CRD 327283 · IAPD ↗ · 305-742-0151

$1.84BRegulatory AUM
5Advisory reps
12Employees
3Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
October 2026 — REX ADVISERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — REX ADVISERS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2026 — REX ADVISERS, LLC reported RAUM up 28% ($1.23B -> $1.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
March 2026 — REX ADVISERS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
December 2025 — REX ADVISERS, LLC crossed $1B in regulatory AUM ($774.9M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
April 2025 — REX ADVISERS, LLC crossed $500M in regulatory AUM ($119.3M -> $774.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2024 — REX ADVISERS, LLC reported RAUM up 3103% ($3.7M -> $119.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.