The Menard Financial Group, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 299404
- Registered since
- December 3, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.39%
- Individuals10.85%
- Charitable Organizations1.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Menard Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm operates as a capital allocator and serves both individual/family clients and institutional mandates. Its advisory offering centers on financial planning and portfolio management across individuals, small businesses and institutional clients, plus pension consulting services and the selection of third‑party managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities33%
- Derivatives17%
- State & Local Bonds15%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents13%
Owners & executives
3 of 3David Millar
Chief Compliance OfficerCRD 3097309
David Menard
CEO & Financial AdvisorCRD 2279466
Lee Menard
CFO & Chief Compliance OfficerCRD 4823280
Contacts
1 of 1
Stephen Scott
Investment Adviser RepresentativeCRD 2123349
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$66.9M in ETFs
17%
$11.2M
55%
$55.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ZACKS EARNINGS CONSISTENT PORTFOLIO ETF (ZECP) | Active | Large Blend | $29.9M | 793,555 | 44.77% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 2603 Augusta Dr
- Time zone
- CT (UTC-6)
- Office locations
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