The Menard Financial Group, LLC

RIASEC Registered

Total AUM

$335M

Discretionary

$330M

98% of AUM

Avg account

$947K

Accounts

354

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 299404
Registered since: December 3, 2018
Website: www.themenardfinancialgroup.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.39%
Individuals10.85%
Charitable Organizations1.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Menard Financial Group, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2018. Ownership is held by an individual and the firm serves both individual/family clients and institutional clients. It positions itself as a capital allocator that constructs portfolios and hires third‑party managers when appropriate. Advisory services listed in firm filings include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm bills via asset‑based fees, hourly charges and fixed fees. Filings indicate an industry affiliation with an insurance company and note that the firm does not identify as an active ESG investor.