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| The Menard Financial Group LLC
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|---|---|
| CRD # | 299404 |
| SEC # | 801-114342 |
| CIK # | 0001803156 |
| AUM | 335.3 M (2026-05-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-364-1515 |
| Address | 2603 Augusta Drive Houston, TX 77057 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.5 | ||
| Amazon Com Inc | 6.1 | ||
| Broadcom Inc | 6.0 | ||
| Facebook Inc | 5.2 | ||
| Microsoft Corp | 4.4 | ||
| Alphabet Inc | 3.9 | ||
| Apple Inc | 3.6 | ||
| Palantir Technologies Inc | 3.3 | ||
| Caterpillar Inc | 2.3 | ||
| Netflix Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 36.4 |
| (b) Individuals (high net worth individuals) | 43 | 293.0 |
| (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 | 1 | 5.9 |
| (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 | 354 | 335.3 |
| By Discretionary | ||
| Discretionary | 342 | 329.9 |
| Non-Discretionary | 12 | 5.4 |
| Total | 354 | 335.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.3 | |
| Total | 354 | 335.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803156] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Bennett Selby Investments Limited Partnership
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Mid-American Wealth Advisory Group Inc
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Pollock Investment Advisors LLC
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ARWA LLC
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TX | 335.0 M |
|
Molly B Investment Group LLC
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GA | 334.7 M |
|
Wealthharbor Capital Group LLC
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LA | 334.7 M |
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Slayton Lewis Inc
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UT | 334.4 M |