SourcingSourcing

REX ADVISERS, LLC

C25
CRD 327283·SEC 801-128357·FAIRFIELD, CT
AUM
$1.58B
$1B+
Est. Revenue
$15.8M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$37.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REX ADVISERS, LLC
CRD
327283
SEC file #
801-128357
EIN
932376316
DBA names
—

Economics

AUM
$1.58B
AUM band
$1B+
AUM trajectory
'25'26
$1.23B → $1.58B▲ +28%
Client mix
Investment Companies20
Pooled Investment Vehicles3

Operations

Employees (total)
12
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
3 advisors → 5 advisors▲ +67%
Primary office
FAIRFIELD CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REX FINANCIAL, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
REX FINANCIAL, INC.
ACHEYCHEK, SCOTT, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002016827
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2024-10-25
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0002016827-26-000009
Edgar Former Names
REX ADVISERS LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
1241 POST ROAD, SECOND FLOORFAIRFIELD, CT 06824
Business
1241 POST ROAD, SECOND FLOORFAIRFIELD, CT 06824
Edgar EIN
932376316
Edgar Recent Filings
13F-HR2026-04-16 · 0002016827-26-000009
13F-HR2026-02-20 · 0002016827-26-000005
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
SCOTT EDWARD ACHEYCHEK
Executive Officer · 2.5%
4769181
GREGORY S COLLETT
Executive Officer · 2.5%
5241522
Seamus Harding
Executive Officer · 2.5%
7349790
ROBERT JOSEPH ROKOSE
Executive Officer · 2.5%
2700025
Deangelis, Mark, Joseph
Executive Officer · 2.5%
2827088