# Renaissance Investment Group, LLC

> Renaissance Investment Group, LLC is an SEC-registered investment advisory firm in Lenox, MA, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 153679
- Filed as: RENAISSANCE INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lenox, MA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153679
- AdvisorCensus page: https://advisorcensus.com/firm/renaissance-investment-group-llc-lenox-ma-153679

## Quick answers

**How is Renaissance Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Renaissance Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Renaissance Investment Group, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Up to $3,000,000: 1% a year; $3,000,000 to $7,000,000: 0.7% a year; Above $7,000,000: 0.55% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Renaissance Investment Group, LLC located?**
Renaissance Investment Group, LLC's principal office is in Lenox, MA, according to its Form ADV.

**Is Renaissance Investment Group, LLC registered with the SEC or a state?**
Renaissance Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153679.

**How much does Renaissance Investment Group, LLC manage?**
Renaissance Investment Group, LLC reports $726,084,772 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (97% discretionary).

**How have Renaissance Investment Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Renaissance Investment Group, LLC: Regulatory assets under management: $452,739,651 in the October 2021 data and $726,084,772 in the October 2026 data, up 60%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Renaissance Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (131); individuals (other than high net worth individuals) (123); charitable organizations (11).

**Which custodians does Renaissance Investment Group, LLC use?**
Renaissance Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Renaissance Investment Group, LLC 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/153679

**Does Renaissance Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "Unless waived or negotiated in advance, RIG requires a minimum account size of $500,000 for investment supervisory services clients."

**What changed in Renaissance Investment Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)). Regulatory assets under management went from $636,093,233 to $726,084,772 (+14%). 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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Up to $3,000,000: 1% a year
- $3,000,000 to $7,000,000: 0.7% a year
- Above $7,000,000: 0.55% a year

> The annual fee for investment supervisory services is charged as a percentage of assets under management, according to the schedule below:

> First $3,000,000 1.00%

> Next $4,000,000 0.70%

> Over $7,000,000 0.55%

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Unless waived or negotiated in advance, RIG requires a minimum account size of $500,000 for investment supervisory services clients.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services 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: $726,084,772
- Discretionary: $707,421,633
- Non-discretionary: $18,663,139

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 123 | $101,913,951 |
| High net worth individuals | 131 | $547,937,652 |
| Banking or thrift institutions | Fewer than 5 | $26,791,502 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,263,080 |
| Charitable organizations | 11 | $43,610,118 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,568,469 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, MA, NC, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rigllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $452,739,651 | 7 | June 29, 2021 |
| October 2022 | $544,458,752 | 7 | May 4, 2022 |
| October 2023 | $486,620,512 | 9 | March 29, 2023 |
| October 2024 | $558,248,495 | 9 | April 29, 2024 |
| October 2025 | $636,093,233 | 9 | March 27, 2025 |
| October 2026 | $726,084,772 | 9 | March 12, 2026 |

Regulatory assets under management: $452,739,651 in the October 2021 data and $726,084,772 in the October 2026 data, up 60%.
Total employees: 7 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).
- Regulatory assets under management went from $636,093,233 to $726,084,772 (+14%).
- 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 Investment Group, LLC (CRD 153679): Form ADV filing data as of October 2026.