Renaud & Company provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 500 clients last fiscal year.
Renaud & Company reports 953 clients. They include 917 individual clients and 36 high-net-worth individuals. Of its assets, 100.0% ($211M across 1,916 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 80% |
| High-net-worth individuals | 4% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 917 | $168M | 79.5% | $183K |
| High-net-worth individuals | 36 | $43.1M | 20.5% | $1.2M |
| Total | 953 | $211M | 100% | $221K |
- Clients
- 917
- Regulatory AUM
- $168M
- AUM share
- 79.5%
- Avg. per client
- $183K
- Clients
- 36
- Regulatory AUM
- $43.1M
- AUM share
- 20.5%
- Avg. per client
- $1.2M
Total
- Clients
- 953
- Regulatory AUM
- $211M
- AUM share
- 100%
- Avg. per client
- $221K
- 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
- 500
Renaud & Company charges 1.00% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are billed at $200 per hour, with half of the estimated fee due on signing and the balance at completion.
Matthew Renaud owns 75% or more of Renaud & Company. The leadership team of Renaud & Company includes President Matthew Renaud. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Renaud & Company, LLC
Matthew Renaud
Control person · since November 1998
Renaud & Company’s regulatory assets grew 2.1× from $102M (April 2022) to $211M (July 2026); clients rose from 495 to 953 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $211M | 953 | 5 | 1 |
| Mar 2025March 2025 | $174M | 872 | 5 | 1 |
| Mar 2024March 2024 | $143M | 787 | 5 | 1 |
| Apr 2023April 2023 | $91.5M | 725 | 5 | 1 |
| Apr 2022April 2022 | $102M | 495 | 5 | 1 |
Besides its headquarters, Renaud & Company has 0 offices, with 1 listed address in 1 state.
Missouri · 1 listed address
- 2112 Bryan Valley Commercial Drive, O'FallonHQ
Contact and registration details
- Legal name
- Renaud & Company, LLC
- Headquarters
- 2112 Bryan Valley Commercial Drive, O'Fallon, MO 63366
- Website
- renaudandcompany.com
- Phone
- 636-240-5055
- SEC file
- 801-122942
- Structure
- Missouri LLC
- Fiscal year end
- December
Renaud & Company’s named custodian for separately managed accounts is Trade-PMR ($211M). Renaud & Company has custody of $73.4M for 635 clients.
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $211M100%
At year end, Renaud & Company’s separately managed accounts were mostly in funds (64%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds64%
- Cash12%
How many clients does Renaud & Company have?
Renaud & Company has 953 clients and manages $211 million for them, as of July 2026. They include 917 individual clients and 36 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Renaud & Company offer?
Renaud & Company provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Renaud & Company charge?
Renaud & Company charges 1.00% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: RENAUD FORM ADV PART 2A BROCHURE, filed 20 July 2026
Which custodians does Renaud & Company use?
Renaud & Company’s separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $211M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026
How many financial advisors does Renaud & Company have?
Renaud & Company has 2 investment adviser representatives registered with state securities authorities, out of 5 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 Renaud & Company invest in?
At the end of its last fiscal year, Renaud & Company’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities and 12% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Renaud & Company?
Renaud & Company’s direct owner is Matthew Renaud (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 July 2026
How does Renaud & Company get paid?
Renaud & Company is paid through a percentage of assets under management, hourly charges and commissions. Its Form ADV lists no performance-based fees 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 Renaud & Company?
Renaud & Company’s main office is at 2112 Bryan Valley Commercial Drive, O'Fallon, MO 63366. Its phone number is 636-240-5055. Its website is renaudandcompany.com.
