Renaissance Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Covington, KY. Its latest Form ADV filing, dated April 16, 2026, reports $2.9B in regulatory assets under management, 19 employees, and 2,085 accounts.
Assets Under Management
$2.9B
Employees
19
Offices
--
Total Clients
1,983
Primary office
COVINGTON, KY
50 E. RIVERCENTER BLVD., SUITE 1200, COVINGTON, KY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentWRAP/SMA AND DISCRETIONARY UMA PROGRAMS represent 82.8% of total clients.
Top client categories% of clientsClients
1
WRAP/SMA AND DISCRETIONARY UMA PROGRAMS
82.8%
1,641
2
Individuals
9.3%
184
3
Banks
5.6%
111
4
HNWI
1.5%
30
5
Government
0.4%
7
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of April 16, 2026
Discretionary100.0%
$2.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts2,085
10Y AUM Change$-1.5B (-34.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee104:1
10Y Employee Change-2 (-9.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.