DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Renaissance Advisors
Legal name Renaissance Holdings, LLC
Latest filing Jul 30, 2026
First filing on the tape Jul 14, 2025 · 3 filings
SEC status approved since Jul 14, 2025
RAUM
$147M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$145M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$73.7M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$147M as of Jul 30, 2026
Jul 14, 2025$148M then
HNW client RAUM$87.1M as of Jul 30, 2026
Jul 14, 2025$72.0M then
State-registered IARs (5.B.3)2 as of Jul 30, 2026
Jul 14, 20252 then
Employees (5.A)3 as of Jul 30, 2026
Jul 14, 20252 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $73.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 167derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $429,977derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$87.1M59%
- Individuals$57.9M39%
- Corporations and businesses$2.5M1.7%
- Individual clients
- 310reported
- HNW clients
- 24reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 343reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jason David BrownCertified Financial Planner | Ridgeland, Ms | Jul 22, 2019 | 12 y | 2 |
| Blake Thornton HeadleyCertified Financial Planner, Chartered Financial Consultant | Ridgeland, Ms | Jan 1, 2025 | 27 y | 6 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Blake Thornton Headley from Blacksummit Financial Group, Inc.Jul 7, 2015 · Other
- Jason David Brown from Blacksummit Financial Group, Inc.Jul 1, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Thornton Blake Headley · President/Investment Advisor Representativecontrolsince 06/2015 · owns 75% or more
- J Ethan Kelly · Chief Compliance Officercontrolsince 07/2026 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ridgeland, Ms · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 334 to 343Mar 2, 2026 to Jul 30, 2026
- Corporate clients · 0 to 9Mar 2, 2026 to Jul 30, 2026
- HNW clients · 25 to 24Mar 2, 2026 to Jul 30, 2026
- Individual clients · 309 to 310Mar 2, 2026 to Jul 30, 2026
- Pension plan clients · 4 to 0Mar 2, 2026 to Jul 30, 2026
- Employees · 2 to 3Mar 2, 2026 to Jul 30, 2026
- Insurance-licensed employees · 0 to 1Mar 2, 2026 to Jul 30, 2026
- Discretionary RAUM · $136M to $147MMar 2, 2026 to Jul 30, 2026
- HNW RAUM · $77.3M to $87.1MMar 2, 2026 to Jul 30, 2026
- Individual RAUM · $59.2M to $57.9MMar 2, 2026 to Jul 30, 2026
- Non-discretionary RAUM · $14.5M to $0Mar 2, 2026 to Jul 30, 2026
- Pension RAUM · $14.5M to $0Mar 2, 2026 to Jul 30, 2026
- RAUM · $151M to $147MMar 2, 2026 to Jul 30, 2026
- Accounts · 391 to 334Jul 14, 2025 to Mar 2, 2026
- HNW clients · 9 to 25Jul 14, 2025 to Mar 2, 2026
- Individual clients · 377 to 309Jul 14, 2025 to Mar 2, 2026
- Pension plan clients · 5 to 4Jul 14, 2025 to Mar 2, 2026
- Discretionary RAUM · $148M to $136MJul 14, 2025 to Mar 2, 2026
- HNW RAUM · $72.0M to $77.3MJul 14, 2025 to Mar 2, 2026
- Individual RAUM · $64.6M to $59.2MJul 14, 2025 to Mar 2, 2026
- Non-discretionary RAUM · $0 to $14.5MJul 14, 2025 to Mar 2, 2026
- Pension RAUM · $11.0M to $14.5MJul 14, 2025 to Mar 2, 2026
- RAUM · $148M to $151MJul 14, 2025 to Mar 2, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 601-714-1034reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- RENADV.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 601-714-1034reportedpublic record, Form ADV, Jul 30, 2026
- Contact form
- renadv.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $73.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026