Renaud & Company, LLC

Renaud & Company, L.L.C. is an SEC‑registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals and small businesses. The firm manages roughly $210.7 million in client assets across about 953 client relationships and typically charges asset‑based advisory fees for managed accounts.

The firm follows an actively managed approach that begins with establishing client objectives and risk tolerances, then implements allocations using research across equities, municipal and government securities, and mutual funds with technical, fundamental, and cyclical analysis. Accounts are generally managed on a discretionary basis with periodic formal reviews (typically quarterly) and ongoing supervision to address rebalancing and changes in client circumstances.

Notable features for this small firm include an unusually high client load per advisor and an affiliation with an independently owned tax and accounting business that may offer accounting services to advisory clients. The firm’s advisors are also licensed to sell insurance and may receive separate compensation for fixed annuities or other insurance products; these potential conflicts are disclosed and clients are not required to use the firm for insurance or tax services.