{"url":"https://nivawealth.com/firms/renaissance-holdings-175254","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/175254","regulatoryAum":147482035,"crd":"175254","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6322388","suffix":"JR.","lastName":"BROWN","firstName":"JASON","middleName":"DAVID"},{"crd":"3189360","suffix":null,"lastName":"HEADLEY","firstName":"BLAKE","middleName":"THORNTON"},{"crd":"6545958","suffix":null,"lastName":"KELLY","firstName":"ETHAN","middleName":"J"},{"crd":"7620958","suffix":null,"lastName":"Kelly","firstName":"Stephanie","middleName":"Marie"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-14","regulatoryAum":147567941,"clients":391,"employees":2,"offices":1},{"filedOn":"2026-07-30","regulatoryAum":147482035,"clients":343,"employees":3,"offices":1}],"secFileNumber":"801-133846","legalName":"Renaissance 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(other than HNW)","clients":310,"regulatoryAum":57863171},{"label":"High-net-worth individuals","clients":24,"regulatoryAum":87082384},{"label":"Corporations and other businesses","clients":9,"regulatoryAum":2536480}],"feePrograms":[{"role":"other","program":"ERISA plan services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060535","versionId":1060535,"submittedOn":"2026-10-08","documentName":"SEC ADV PART 2A & 2B"},{"role":"other","program":"Financial planning","summary":"Financial planning is a fixed fee between $1,500 and $3,000, depending on the complexity of the client's situation.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060535","versionId":1060535,"submittedOn":"2026-10-08","documentName":"SEC ADV PART 2A & 2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:09:07.806306+00:00","documents":[{"name":"SEC ADV PART 2A & 2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060535","versionId":1060535,"submittedOn":"2026-10-08"}]},"custodians":[{"name":"RBC Capital Markets, LLC","shortName":"RBC Capital Markets","location":"New York, NY","smaAssets":144756974}],"custodyNote":"Renaissance Holdings does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Blake Headley","title":"President/Investment Advisor Representative","crd":"3189360"},{"name":"Ethan Kelly","title":"Chief Compliance Officer","crd":"6545958"}],"ownership":[{"label":"Blake Headley","detail":"President/investment advisor representative in the 75% or more ownership band and a control person, since June 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Mississippi","offices":1,"addresses":[{"street":"602 Steed Road Suite 110","city":"Ridgeland","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"601-714-1034","stateRegisteredReps":2,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":84},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"30 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/175254/PDF/175254.pdf","brochureDate":"8 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1060535","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Renaissance Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Renaissance Holdings offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Renaissance Holdings use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Renaissance Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Renaissance Holdings invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Renaissance Holdings?","answer":"Renaissance Holdings’ direct owner is Blake Headley (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Renaissance Holdings get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Renaissance Holdings?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}