THE MENARD FINANCIAL GROUP, LLC

CRD 299404File 801-114342

APPROVED

Retail clients

Custody

Filing as of May 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$335.3M

Below cohort median (national)

Discretionary AUM

$329.9M

Non-discretionary $5.4M

Clients

128

354 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Dec 3, 2018
Principal office: 2603 AUGUSTA DRIVE, SUITE 1200, HOUSTON, TX, 77057
Phone: 713-364-1515
Website: HTTP://WWW.THEMENARDFINANCIALGROUP.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $335.3M
Discretionary AUM: $329.9M
Non-discretionary AUM: $5.4M
Discretionary accounts: 342
Non-discretionary accounts: 12
Total accounts: 354
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$5.9M
High net worth individuals	43	$293.0M
Individuals (other than high net worth individuals)	84	$36.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.