Renaissance Investment Management

RIASEC RegisteredEst. 1995
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$1.4M
Accounts
2,085
Employees
19
Advisory reps
10

Firm details

Headquarters
Covington, Kentucky
CRD number
105916
Registered since
September 26, 1995
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM
Client types
  • Other74.59%
  • HNWI5.88%
  • Investment Companies5.68%
  • Corporations / Businesses3.77%
  • Individuals3.24%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Renaissance Investment Management is a privately held limited liability company that has been SEC-registered since 1995. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its core advisory work centers on discretionary portfolio management across individuals/small businesses, pooled investment companies, and institutions. The firm does not describe itself as an active ESG investor, and its regulatory footprint is limited in scope per the snapshot data. Renaissance also lists business relationships and roles that extend beyond pure advisory work — including broker-dealer activity, participation as an adviser to other investment advisers, and roles as a sponsor or general partner of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Michael Schroer

    Michael Schroer

    Managing Partner and Chief Investment OfficerCRD 1777544

Contacts

3 of 9
  • Paul Radomski

    Paul Radomski

    Managing PartnerCRD 2531808

  • Brad Zoltak

    Brad Zoltak

    Senior Research AnalystCRD 4634599

  • Curtis Ludwick

    Curtis Ludwick

    Portfolio ManagerCRD 2158344

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$870K in ETFs

Passive

100%

$870K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI)State StreetPassiveForeign Large Blend$312K7,66335.82%

Location

Primary office

Covington, KY

Kenton

Location

Covington, KY

Headquartered in Covington, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
South
County
Kenton
Address
50 E Rivercenter Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth