Data / Investment advisers / Mississippi / Renaissance Advisors
Renaissance Advisors, Ridgeland, MS: $147 million AUM, SEC registered investment adviser
Renaissance Advisors is an SEC registered investment adviser with its main office in Ridgeland, Mississippi and reports $147 million in regulatory assets under management in its Form ADV filed October 8, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 175254
- SEC file number
- 801-133846
- SEC status
- Approved, effective July 14, 2025
- Legal name
- Renaissance Holdings, LLC
- Main office
- 602 Steed Road Suite 110, Ridgeland, MS 39157
- Phone
- (601) 714-1034
- Website
- renadv.com
- Regulatory AUM
- $147,482,035 in the Form ADV filed October 8, 2026
- Discretionary AUM
- $147,482,035
- Accounts
- 343
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $87.1 million |
| Individuals (other than high net worth individuals) | 310 | $57.9 million |
| Corporations or other businesses | 9 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $147.5 million | July 30, 2026 |
| April 1, 2026 | $150.9 million | March 2, 2026 |
| December 1, 2025 | $147.6 million | July 14, 2025 |
Other advisers in Ridgeland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Argent Wealth, LLC | Ridgeland | $487.3 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | $458.6 million | Not listed | adviserinfo.sec.gov |
| New Perspectives, Inc. | Ridgeland | $308.7 million | Not listed | adviserinfo.sec.gov |
| Easley Investment Consultants, Inc. | Ridgeland | $223.8 million | Not listed | adviserinfo.sec.gov |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland | $157.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ridgeland, MS
- Investment advisers in Mississippi
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Renaissance Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.