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- Custodian
- Charles Schwab & Company · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2015
- Office Locations
- 1
Office Locations
About Renaissance Advisors
Renaissance Advisors is a Ridgeland, MS-based RIA providing investment management and strategic wealth planning for individuals and families, including retirees and business owners. The firm emphasizes a planning-led process with asset allocation, retirement and charitable planning, and integrated insurance solutions. Portfolios are largely ETF-based, and the team uses risk-tolerance technology (Nitrogen/Riskalyze) and custody via Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BLAKE THORNTON HEADLEY
Chief Compliance Officer, Owner, President
- CRD
- #3189360
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JASON DAVID BROWN JR.
Investment Advisor Representative
- CRD
- #6322388
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,433,329 | $413,434 |
| Non-Discretionary | $14,460,275 | $3,615,069 |
| Total | $150,893,604 | $451,777 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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