Renaissance Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ridgeland, MS. Its latest Form ADV filing, dated March 2, 2026, reports $151M in regulatory assets under management, 2 employees, and 334 accounts.
Assets Under Management
$151M
Employees
2
Offices
--
Total Clients
338
Primary office
RIDGELAND, MS
602 STEED ROAD SUITE 110, RIDGELAND, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.4% of total clients.
Top client categories% of clientsClients
1
Individuals
91.4%
309
2
HNWI
7.4%
25
3
Pension Plans
1.2%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of March 2, 2026
Discretionary90.4%
$136M
90% of total RAUM90.4%
Non-discretionary9.6%
$14M
10% of total RAUM9.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$151M
Total Accounts334
10Y AUM Change+$3M (+2.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee169:1
10Y Employee Change0 (0.0%)
* 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.