This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$211MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$211M

Private client RAUM

$211MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,916

Individual clients

917

High net worth clients

36

Custody, client assets

$73.4M

SEC number

801-122942

CRD

115337

Filings on the tape

10

First filed

Nov 29, 2021

Latest filed

Jul 20, 2026

Organised

Limited Liability Company, MO

• Occurred

  Nov 29, 2021
  First Form ADV filing

  Renaud & Company, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:07f89e64-a6e3-7154-87c1-6d05e68ebea5

First observed

Nov 29, 2021

Last observed

Jul 20, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.