$210.7M Total AUM
$210.7M Disc. AUM
33.1% 3Y CAGR
5 Employees
953 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-2012
- Office Locations
- 1
Office Locations
-- O'fallon MO
About Renaud & Company, LLC
Renaud & Company, LLC is a retail advisory firm in O'Fallon, MO providing financial and wealth planning with tax planning, estate planning, insurance, and business-succession support, serving retirees and business owners. Portfolios use asset allocation with mutual funds and ETFs (via Trade-PMR custody). Offers extended tax-season availability Feb 1–Apr 15, 2026.
Team overview
-- AVG AGE
$105.4M AVG AUM / ADVISOR
$221.1K AVG AUM / CLIENT
7.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MATTHEW JOSEPH RENAUD SR.
Chief Compliance Officer, President
- CRD
- #2320797
- Ownership
- 75% or more
Available
Available
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M
Matthew Joseph Renaud Jr.
--
- CRD
- #7976400
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,711,241 | $109,975 |
| Non-Discretionary | $0 | -- |
| Total | $210,711,241 | $109,975 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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