RENAISSANCE ADVISORY GROUP

RIASEC Registered

Total AUM

$70M

Discretionary

$70M

100% of AUM

Avg account

$1.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BRYN MAWR, Pennsylvania
CRD number: 129512
Website: renaissanceadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals50%
HNWI28.57%
Corporations / Businesses21.43%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Renaissance Advisory Group is an independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Its business model charges fees as a percentage of assets under management, and it functions as a capital allocator—placing client capital with external managers when appropriate. The firm is not positioned as an ESG investor and does not operate as a multi-state adviser. Its practice appears modest in scale and intentionally concentrated on advisory relationships rather than institutional consulting or pension work.