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RENAUD & COMPANY, LLC
CRD 115337File 801-122942
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$210.7M
Below cohort median (national)
Discretionary AUM
$210.7M
Clients
953
1,916 accounts
Employees
5
Bottom 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2022
- Principal office
- 2112 BRYAN VALLEY COMMERCIAL DRIVE, O'FALLON, MO, 63366
- Phone
- 636-240-5055
- Website
- HTTP://RENAUDANDCOMPANY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.7M
- Discretionary AUM
- $210.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,916
- Non-discretionary accounts
- 0
- Total accounts
- 1,916
- AUM per client
- $221K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $43.1M |
| Individuals (other than high net worth individuals) | 917 | $167.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 872 | 953 | increased by81 |
| Apr 1, 2026 | AUM | $173,862,000 | $210,711,241 | increased by$36,849,241 |
| Apr 1, 2026 | Accounts | 1,839 | 1,916 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 495 | 872 | increased by377 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $101,882,888 | $173,862,000 | increased by$71,979,112 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 500 | 1,839 | increased by1,339 |
| May 1, 2022 | Clients | 487 | 495 | increased by8 |
| May 1, 2022 | Accounts | 1,315 | 500 | decreased by815 |
| Feb 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RENAUD COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RENAUD COMPANY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.