Repex

What Repex does

Repex Investment Management Co., Inc. is a privately held, family-owned Registered Investment Advisor headquartered in Closter, Bergen County, New Jersey. The firm traces its investment heritage to Boris Sokolower's membership at the Free City of Danzig Bourse in 1923 and was formally established in the United States in 1981. It is currently operated by three generations of the Sokolower family, with David Sokolower serving as President since 2002 alongside Managing Directors Erich Sokolower and Doug Sokolower.

The firm's core offering is discretionary investment management for individual taxable accounts, Traditional and Roth IRAs (including rollovers from 401(k) plans), and corporate pension and profit sharing plans. Investment policy is described as conservative growth, primarily through large and mid-capitalization equities balanced with bonds according to each client's risk tolerance. The firm publishes a simple BUY/NEUTRAL/SELL ratings key and an ADV brochure, but does not disclose a proprietary technology platform, digital client portal, or any AI/ML capability. Trade execution, custody, and client reporting are delegated to Fidelity Brokerage Services, LLC under a core custodial partnership.

Commercially, Repex operates as a direct, relationship-driven advisory practice with no third-party distribution, no mobile application, and an explicit policy of restricting services to U.S. residents. Marketing is limited to a static informational website, downloadable fact sheets, and FINRA BrokerCheck verification. The revenue model is recurring investment advisory fees billed annually, with the underlying fee table updated for 01/01/2026; specific fee percentages are not publicly disclosed.

Name

Repex

Legal name

Repex Investment Management Co., Inc.

Website

https://repexinvestments.com

Company type

Private

Founded year

1981

Operating status

Operating

Ownership category

akta.pro rank

Headquarters

HQ city

Closter

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: The firm charges investment advisory fees for managing client assets, including individual accounts, IRAs, and pension plans. Fee table is available but not publicly disclosed in detail on the website.

Pricing tiers

Distribution channels1 record

Marketing channels2 records

Core offering

Repex Investment Management Co., Inc. is a Registered Investment Advisor that provides discretionary investment management of client assets in stocks and bonds. Its services cover individual taxable accounts, Traditional and Roth IRAs (including IRA rollovers from prior employer plans), 401(k) plan transfers, and corporate Pension and Profit Sharing Plans, with portfolios typically built from large and mid-capitalization stocks balanced with bonds according to each client's risk tolerance.

Product overview

Repex Investment Management Co., Inc. is a Registered Investment Advisor offering a unified suite of investment management services. The firm provides core portfolio management focusing on large and mid-capitalization stocks, balanced with bond allocation, delivered through individual account management, IRA accounts (Traditional and Roth), Pension and Profit Sharing Plans, and 401(k) plan transfer services. All offerings are managed under the Repex brand with Fideltiy Brokerage Services serving as the custodian for trade execution and statements.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Discretionary investment management of client assets in stocks and bonds, with portfolios typically built from large and mid-capitalization stocks balanced with bonds based on the client's financials and risk tolerance. For individual investors, families saving for retirement or college education, and corporate retirement plan sponsors in the United States.
• Individual Account Management Management of taxable individual investment accounts using a conservative growth strategy in large and mid-capitalization stocks balanced with bonds, tailored to client risk tolerance. For U.S. individual investors.
• IRA and IRA Rollover Services Management of Traditional IRA and Roth IRA accounts, including rollover of assets from a previous employer's retirement plan into managed IRA accounts at Repex. For U.S. individuals with retirement assets to professionally manage.
• Pension and Profit Sharing Plan Administration Administration and investment management of corporate Pension and Profit Sharing Plans, applying the same conservative large/mid-cap equity and bond framework used for individual accounts. For U.S. companies sponsoring corporate pension or profit sharing plans.
• 401(k) Plan Transfer Services Assistance with transferring assets from a client's 401(k) plan into a managed Repex account (typically an IRA), enabling continued professional management after leaving an employer. For U.S. individuals with 401(k) balances seeking ongoing professional management.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Fidelity Brokerage Services, LLCcoreTechnology or IntegrationFidelity Brokerage Services, LLC serves as the custodian for customer cash and securities. They execute client orders placed by Repex and provide trade confirmations and monthly statements to clients. Customer data is backed up at Fidelity via communication links for business continuity purposes.

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Edelman Financial Engines: Large independent RIA serving individuals and corporate retirement plans with portfolio management and financial planning. Comparable to Repex's individual and retirement plan services at much greater scale.
• Fidelity Wealth Management: Fidelity's wealth advisory and personalized planning services for individual investors, including Fidelity Wealth Services and Fidelity Strategic Advisers. Directly overlaps with Repex's IRA, retirement, and individual advisory offerings; also serves as Repex's custodian, making it a uniquely adjacent competitor.
• Vanguard Personal Advisor Services: Hybrid robo-advisory service from Vanguard serving individual investors with portfolio management and retirement planning. Overlaps directly with Repex's IRA, retirement, and individual account offerings at materially lower fees.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory offering covering individual accounts, IRAs, and retirement plan services. Directly competes with Repex for individual and retirement-oriented advisory relationships, with deeper scale and digital tools.
• Merrill Lynch Wealth Management: Wirehouse wealth management division of Bank of America serving HNW individuals with retirement and portfolio advisory. Competes with Repex for IRA, pension, and 401(k) rollover relationships, with broader geographic reach and digital tools.

Direct peers

• Bessemer Trust: Privately held, multi-generational wealth and investment management firm serving UHNW families. Closely comparable to Repex in its family-office orientation, conservative mandate focus, and long-duration client relationships.
• Glenmede: Privately held investment and wealth management firm serving families, foundations, and endowments. Comparable to Repex in independent ownership, conservative portfolio construction, and bespoke advisory service.
• Brown Brothers Harriman (BBH Wealth Management): One of the oldest privately held U.S. financial firms, with a dedicated private wealth management division serving multi-generational families. Comparable to Repex in its partnership structure, longevity, and personalized advisory model.
• Fort Washington Investment Advisors: Privately held investment advisor offering multi-asset portfolio management for institutional and individual clients. Comparable to Repex in its conservative, equity-plus-fixed-income investment philosophy and independent ownership.
• First Manhattan Company: Privately owned, employee-partnered investment advisory and wealth management firm. Comparable to Repex in independent ownership, equity-and-fixed-income advisory focus, and multi-generational client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Repex