Renaissance Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$144,945,555
Clients
334
Advisors
4
of 4 employees
About
The firm provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates and business entities, and also acts as a 3(21) advisor for employer retirement plans. It reports approximately $147.5 million in discretionary assets under management across several hundred client relationships and offers ongoing portfolio monitoring, investment selection and plan-level fiduciary support.
Investment decisions draw on a mix of fundamental, technical, charting and cyclical analysis and are implemented on a discretionary basis consistent with each client’s objectives and risk tolerance. Uncommonly for a firm of this size, it offers a performance-fee option for qualified clients (generally accounts with at least $1.1 million managed or specified net worth), charging a reduced asset fee plus a 10% performance fee above a high-water mark, with performance fees calculated annually and billed in arrears.
What distinguishes the firm from many peers is the use of performance-based fees alongside traditional percentage-of-AUM billing, a structure that the firm discloses can create side-by-side conflicts and that it says it seeks to mitigate through procedures and oversight. The advisory team also has affiliated insurance and other professional activities that generate outside compensation and ancillary benefits from its custodian relationships (including access to research and platform services); those relationships and the potential conflicts are disclosed in the brochure.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% Over $1,000,000+: 1.00%
Commissions on insurance products sold by advisors who are licensed insurance agents
Qualified clients pay 0.75% annual AUM fee plus 10% performance fee on gains above high-water mark
Fee-only: Financial planning fees range from $1,500 to $3,000 depending on complexity
Main office
602 Steed Road Suite 110
Ridgeland MS 39157
Advisors at this office
4
Most active in
Louisiana · Mississippi · Texas
Also doing business as
Renaissance Advisors · Renaissance Financial Solutions · Renaissance Holdings, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Stephanie K
CFP®
Ridgeland, MS
Renaissance Advisors
Stephanie Kelly is a CFP® professional with four years of industry experience and is currently with Renaissance Advisors. Her prior roles include positions at Kelly Capital Group, LLC, The Thigpen Group, and The Mississippi Bar. She is also involved with Colonial Heights PreSchool outside of her advisory work. Renaissance Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in managing approximately $147.5 million in discretionary assets and offers both traditional and performance-based fee structures.
Blake H
CFP®, ChFC®, Series 63, Series 65
Ridgeland, MS
Renaissance Advisors
Blake Headley is a financial advisor at Renaissance Advisors with over 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including BlackSummit Financial Group, Raymond James Financial, and LPL Financial. He also works as an independent insurance agent in Ridgeland, MS. Renaissance Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to guide investment decisions and offers a performance-fee option for qualified clients alongside traditional asset-based fees.
Jason B
CFP®, Series 65
Ridgeland, MS
Renaissance Advisors
Jason Brown Jr. is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Renaissance Advisors since 2015. He previously worked at BlackSummit Financial Group, Inc. from 2014 to 2015. He is also an independent insurance agent in Ridgeland, MS, dedicating part of his time to selling insurance products. Renaissance Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis in its investment decisions and offers a performance-fee option for qualified clients alongside traditional asset-based fees.
Ethan K
Series 65
Ridgeland, MS
Renaissance Advisors
Ethan Kelly is a financial advisor at Renaissance Advisors with 10 years of industry experience and a Series 65 credential. He has held roles at multiple firms, including RL2 Advisors, Kovack Advisors, and Oxford Risk Management Group, and is also a part-time attorney at Naderpour & Associates, P.A. Additionally, he is the founder and CIO of Providence Capital Management, LLC, and a proprietary trader for Lux Trading Firm. Renaissance Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide discretionary investment decisions and offers both traditional asset-based fees and a performance-fee option for qualified clients.
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