The Menard Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 13, 2026, reports $335M in regulatory assets under management, 3 employees, and 354 accounts.
Assets Under Management
$335M
Employees
3
Offices
--
Total Clients
128
Primary office
HOUSTON, TX
2603 AUGUSTA DRIVE, SUITE 1200, HOUSTON, TX, United States
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
84
2
HNWI
33.6%
43
3
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$335Mas of April 13, 2026
Discretionary98.4%
$330M
98% of total RAUM98.4%
Non-discretionary1.6%
$5M
2% of total RAUM1.6%
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.
Total AUM$335M
Total Accounts354
10Y AUM Change+$335M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee43:1
10Y Employee Change+2 (+200.0%)
* 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.