Renaissance Advisors

RIASEC & State Registered

Total AUM

$147M

Discretionary

$147M

100% of AUM

Avg account

$430K

Accounts

343

Employees

4

Advisory reps

4

Firm details

Headquarters: Ridgeland, Mississippi
CRD number: 175254
Registered since: July 14, 2025
Website: www.renadv.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI59.05%
Individuals39.23%
Corporations / Businesses1.72%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Renaissance Advisors is an independent limited liability RIA run by an individual owner that manages portfolios for both individual/family clients and institutional investors. The firm is SEC-registered (registered in 2025) and offers a mix of fee arrangements, including percentage-of-AUM billing, fixed fees, and performance-based fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds84%
Cash & Cash Equivalents13%
Exchange Traded Equities3%

Owners & executives

2 of 2

Ethan Kelly
Chief Executive OfficerCRD 6545958
Blake Headley
President and Chief Compliance OfficerCRD 3189360

Contacts

2 of 2

Jason Brown
Investment Advisor RepresentativeCRD 6322388
Stephanie Kelly
Financial PlannerCRD 7620958

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Ridgeland, MS

Madison

Location

Ridgeland, MS

Headquartered in Ridgeland, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.

Metro area: Jackson-Vicksburg-Brookhaven, MS
Region: South
County: Madison
Address: 602 Steed Rd
Time zone: CT (UTC-6)
Office locations

Similar firms

Davenport Watts & Drake Investment Advisors, LLC

Ridgeland, MS

AUM $157MTEAM 3REPS 3

Easley Investment Consultants, Inc.

Ridgeland, MS

AUM $224MTEAM 3REPS 2

Grantham Poole Advisors, LLC

Ridgeland, MS

AUM $89.6MTEAM 2REPS 2

Bergland Wealth Management, Inc.

Ridgeland, MS

AUM $87.4MTEAM 1REPS 1

Guaranty Private Wealth

Ridgeland, MS

AUM $81.4MTEAM 4REPS 3

Vector Money Management Inc

Ridgeland, MS

AUM $73.3MTEAM 2REPS 1

More RIAs in Ridgeland →All Mississippi RIAs →