RENAISSANCE ADVISORS

RIASEC RegisteredEst. 2025

Total AUM

$151M

Discretionary

$136M

90% of AUM

Avg account

$452K

Accounts

334

Employees

Advisory reps

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: HNWI51.22%
Individuals39.2%
Pension & Profit Sharing Plans9.58%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Renaissance Advisors is an independent, owner-operated limited liability company that acts as a registered investment adviser. The firm’s snapshot lists SEC registration in 2025 and identifies its client base as both individuals and families as well as institutional clients. Advisory services disclosed on the filing include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine percentage-of-AUM billing with fixed fees and performance-based fees. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.