Rexford Capital Inc.
Rexford Capital, Inc. is a family-owned, independent fee-only investment advisory and wealth management firm headquartered in Houston, TX. Founded by Robert Rexford CFP®, the firm offers investment management and financial planning services to affluent individuals, families, corporations, retirement plans, and trusts. With over 30 years of industry experience, their multidisciplinary team of fiduciaries, attorneys, accountants, and advisors focuses on holistic wealth management, primarily serving high net worth clients.
Investment Strategy
Rexford Capital manages client portfolios primarily on a discretionary basis, focusing on domestic equity, international equity, and fixed income securities, predominantly through exchange traded securities. The firm customizes strategies to each client's investment goals, providing continuous monitoring and proactive adjustments. As a fee-only fiduciary, Rexford Capital does not offer proprietary products or accept commissions, and instead provides objective advice aligned with client interests. The firm may limit selections to investments available on their custodians’ platforms and aims for long-term capital growth and risk management through diversified portfolios and holistic financial planning.
Top Holdings
Equity Positions (269)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 2.74% | $3.5M | 13,903 | $206.01 | $254.63 | +$735.9K |
K KLAC | KLA-TENCOR CORP | 2.58% | $3.3M | 3,089 | $895.74 | $1078.60 | +$474.4K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.53% | $3.3M | 6,506 | $485.77 | $502.74 | +$22.5K |
O ORCL | ORACLE CORPORATION | 2.50% | $3.2M | 11,471 | $218.63 | $281.24 | +$606.0K |
V VOO | VANGUARD S&P 500 ETF | 2.49% | $3.2M | 5,263 | $568.03 | $612.38 | -$106.3K |