Renaud & Company, LLC

Renaud & Company, L.L.C. provides discretionary portfolio management and comprehensive financial planning to individuals, families, and small businesses, including analysis of insurance and retirement needs. As of December 31, 2025, the firm reported roughly $210.7 million in assets under management across 953 client relationships.

The firm follows an active management approach that begins with establishing client objectives, performance goals, and risk tolerances and then implements short- and long-term allocation strategies. Investment selection includes equities, municipal and U.S. government securities, and mutual funds using charting, technical, fundamental, and cyclical analysis, with accounts reviewed at least quarterly by the firm’s president.

Renaud operates with a small advisory team (two advisors) while servicing a high number of clients per advisor, a staffing and scale profile that differs from many peers. The firm’s principals are licensed to sell insurance and disclose that they may receive separate commission compensation for fixed annuities, and an affiliated tax and accounting business (Renaud Tax and Accounting, LLC, owned by the spouse of the owner) may provide tax and accounting services to clients on an optional basis.