Renaissance Holdings provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Renaissance Holdings reports 343 clients. They include 310 individual clients, 24 high-net-worth individuals, and 9 corporations and other businesses. Of its assets, 100.0% ($147M across 343 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 39% |
| High-net-worth individuals | 7% | 59% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 310 | $57.9M | 39.2% | $187K |
| High-net-worth individuals | 24 | $87.1M | 59.0% | $3.63M |
| Corporations and other businesses | 9 | $2.54M | 1.7% | $282K |
| Total | 343 | $147M | 100% | $430K |
- Clients
- 310
- Regulatory AUM
- $57.9M
- AUM share
- 39.2%
- Avg. per client
- $187K
- Clients
- 24
- Regulatory AUM
- $87.1M
- AUM share
- 59.0%
- Avg. per client
- $3.63M
- Clients
- 9
- Regulatory AUM
- $2.54M
- AUM share
- 1.7%
- Avg. per client
- $282K
Total
- Clients
- 343
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- $430K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Renaissance Holdings is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA plan services
- ERISA plan services are charged on the market value of included assets at a negotiable percentage not to exceed 1.00% a year, or as a flat fee.
- Financial planning
- Financial planning is a fixed fee between $1,500 and $3,000, depending on the complexity of the client's situation.
Blake Headley owns 75% or more of Renaissance Holdings. The leadership team of Renaissance Holdings includes President Blake Headley and Chief Compliance Officer Ethan Kelly. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Renaissance Holdings, LLC
Blake Headley
Control person · since June 2015
Renaissance Holdings’ regulatory assets went from $148M (July 2025) to $147M (July 2026); clients fell from 391 to 343 and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $147M | 343 | 3 | 1 |
| Jul 2025July 2025 | $148M | 391 | 2 | 1 |
Besides its headquarters, Renaissance Holdings has 0 offices, with 1 listed address in 1 state.
Mississippi · 1 listed address
- 602 Steed Road Suite 110, RidgelandHQ
Contact and registration details
- Legal name
- Renaissance Holdings, LLC
- Headquarters
- 602 Steed Road Suite 110, Ridgeland, MS 39157
- Website
- renadv.com
- Phone
- 601-714-1034
- SEC file
- 801-133846
- Structure
- Mississippi LLC
- Fiscal year end
- December
Renaissance Holdings’ named custodian for separately managed accounts is RBC Capital Markets ($145M). Renaissance Holdings does not have custody of client assets.
- RBC Capital MarketsRBC Capital Markets, LLC · New York, NY · $145M100%
At year end, Renaissance Holdings’ separately managed accounts were mostly in funds (84%) and cash (13%).
What the accounts hold
- Stocks3%
- Funds84%
- Cash13%
How many clients does Renaissance Holdings have?
Renaissance Holdings has 343 clients and manages $147 million for them, as of July 2026. They include 310 individual clients, 24 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Renaissance Holdings offer?
Renaissance Holdings provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Renaissance Holdings use?
Renaissance Holdings’ separately managed account assets are held at RBC Capital Markets, LLC (New York, NY), with $145M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Renaissance Holdings have?
Renaissance Holdings has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Renaissance Holdings invest in?
At the end of its last fiscal year, Renaissance Holdings’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Renaissance Holdings?
Renaissance Holdings’ direct owner is Blake Headley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Renaissance Holdings get paid?
Renaissance Holdings is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Renaissance Holdings?
Renaissance Holdings’ main office is at 602 Steed Road Suite 110, Ridgeland, MS 39157. Its phone number is 601-714-1034. Its website is renadv.com.