|
⚲
|
| Keyboard |
| Renaud & Company LLC
✚
|
|
|---|---|
| CRD # | 115337 |
| SEC # | 801-122942 |
| CIK # | |
| AUM | 210.7 M (2026-04-01) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 636-240-5055 |
| Address | 763 West Terra Lane Ofallon, MO 63366 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 917 | 167.6 |
| (b) Individuals (high net worth individuals) | 36 | 43.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,916 | 210.7 |
| By Discretionary | ||
| Discretionary | 1,916 | 210.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,916 | 210.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.7 | |
| Total | 1,916 | 210.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Centric Advisors LLC
✚
|
TX | 211.3 M |
|
Halbert Wealth Management Inc
✚
|
TX | 211.2 M |
|
Parkstone Wealth Management LLC
✚
|
TX | 210.6 M |
|
Sky-Mountain Capital Management Inc
✚
|
ID | 210.6 M |
|
Guerra Pan Advisors LLC
✚
|
210.4 M | |
|
Crescent Sterling Ltd
✚
|
LA | 210.2 M |
|
Alcosta Capital Management Inc
✚
|
CA | 210.2 M |
|
Treetop Wealth Management LLC
✚
|
IL | 210.0 M |
|
Sander Capital Advisors Inc
✚
|
WA | 210.0 M |
|
Magellan Planning Group Inc
✚
|
GA | 210.0 M |