Advisor at Renaissance Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Renaissance Investment Management
Location
Covington, KY 41011
Credentials
CFA®, Series 66
Industry experience
7 years
Brad Zoltak is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. He has been with Renaissance Investment Management since 2019 and previously worked at Clear Arc Capital Management for five years. Outside of his advisory role, he is a managing partner of Zoltak Partners LLC, a non-investment-related business. Renaissance Investment Management offers discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, banks, and municipalities. The firm employs a combination of systematic quantitative screens and fundamental research to manage portfolios across multiple asset classes and implements both direct-managed accounts and model portfolios.
Based on Renaissance Investment Management
$0 - $5 million: 0.75% $5 million - $10 million: 0.70% $10 million - $15 million: 0.65% $15 million - $20 million: 0.60% $20 million+: 0.55%
Fee-only: Standard management fees based on tiered AUM schedule; no commissions received; no performance fees.
50 E. Rivercenter Blvd., Suite 1200
Covington, KY 41011
Kentucky
Renaissance Investment Management
2019 - Present (7 years)
Clear Arc Capital Management
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 63, Series 65
Cincinnati, OH
Russo Investment Management
Series 65
Cincinnati, OH
J1 Capital LLC
CFP®
Edgewood, KY
Hannegan Wealth Management, LLC
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
ChFC®, Series 63
Cincinnati, OH
Schmerge Executive Planning Services, Inc.
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")