# Renaissance Advisors

> Renaissance Advisors is an SEC-registered investment advisory firm in Ridgeland, MS, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 175254
- Filed as: RENAISSANCE ADVISORS
- Legal name: Renaissance Holdings, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ridgeland, MS
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175254
- AdvisorCensus page: https://advisorcensus.com/firm/renaissance-advisors-ridgeland-ms-175254

## Quick answers

**How is Renaissance Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Renaissance Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Renaissance Advisors located?**
Renaissance Advisors' principal office is in Ridgeland, MS, according to its Form ADV.

**Is Renaissance Advisors registered with the SEC or a state?**
Renaissance Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 175254.

**How much does Renaissance Advisors manage?**
Renaissance Advisors reports $147,482,035 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Renaissance Advisors' assets and staff changed since 2025?**
In the Form ADV data for Renaissance Advisors: Regulatory assets under management: $147,567,941 in the October 2025 data and $147,482,035 in the October 2026 data, unchanged. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Renaissance Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (310); high net worth individuals (24); corporations or other businesses not listed above (9).

**Which custodians does Renaissance Advisors use?**
Renaissance Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Renaissance Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175254

**Does Renaissance Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated July 30, 2026 says: "Renaissance does not require a minimum to open an account."

**What changed in Renaissance Advisors' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 30, 2026)

- Account minimum: None

> Renaissance does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $147,482,035
- Discretionary: $147,482,035
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 310 | $57,863,171 |
| High net worth individuals | 24 | $87,082,384 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $2,536,480 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- renadv.com
- Facebook @renaissanceadvisors
- LinkedIn @blakeheadley
- X @blake_headley

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $147,567,941 | 2 | July 14, 2025 |
| October 2026 | $147,482,035 | 3 | July 30, 2026 |

Regulatory assets under management: $147,567,941 in the October 2025 data and $147,482,035 in the October 2026 data, unchanged.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Renaissance Advisors (CRD 175254): Form ADV filing data as of October 2026.