Renaud & Company, LLC

Overview

Renaud & Company, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm is individually owned and targets individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory model includes fee-based AUM billing, hourly charges and commission-based arrangements, and the firm is also active as an insurance broker — a combination that helps explain its use of annuity products alongside managed portfolios. The firm reports it does not act as an institutional capital allocator and does not identify as an active ESG investor. Its business and regulatory footprint is relatively compact: it is not a multi-state adviser by the firm’s internal classification and does not serve as a pension consultant or related adviser.

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Public Holdings

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Location & Offices