AdvisorCensus / Financial advisors / Ohio / Cincinnati / Renaissance Investment Management
Renaissance Investment Management
Filed as RENAISSANCE INVESTMENT MANAGEMENT · Legal name The Renaissance Group LLC
Renaissance Investment Management is an SEC-registered investment advisory firm in Covington, KY, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 16, 2026.
Quick answers
From the filingHow is Renaissance Investment Management compensated?
On its Form ADV (Item 5.E, October 2026), Renaissance Investment Management reports these compensation arrangements: a percentage of assets under its management.
Where is Renaissance Investment Management located?
Renaissance Investment Management's principal office is in Covington, KY, according to its Form ADV.
Is Renaissance Investment Management registered with the SEC or a state?
Renaissance Investment Management is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 105916.
How much does Renaissance Investment Management manage?
Renaissance Investment Management reports $2,906,943,144 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (100% discretionary).
How have Renaissance Investment Management's assets and staff changed since 2021?
In the Form ADV data for Renaissance Investment Management: Regulatory assets under management: $2,398,709,610 in the October 2021 data and $2,906,943,144 in the October 2026 data, up 21%. Total employees: 19 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Renaissance Investment Management serve?
By number of clients on Form ADV Item 5.D: other (1,641); individuals (other than high net worth individuals) (184); banking or thrift institutions (111).
Which custodians does Renaissance Investment Management use?
Renaissance Investment Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley Distribution, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Renaissance Investment Management 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/105916
What changed in Renaissance Investment Management's recent Form ADV filings?
In the May 2026 filing data: Employees performing advisory functions went from 8 to 7.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$2,906,943,144 as of October 2026, filing dated April 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- The Renaissance Group LLC
- Also doing business as
- RENAISSANCE INVESTMENT MANAGEMENT
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1995 (31 years)
- Employees
- Total: 19. Performing investment advisory functions: 7.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,906,943,144 | 19 | April 16, 2026 |
| October 2025 | $2,766,684,328 | 21 | March 25, 2025 |
| October 2024 | $2,538,177,212 | 17 | March 20, 2024 |
| October 2023 | $2,154,710,841 | 17 | March 2, 2023 |
| October 2022 | $2,557,705,746 | 20 | March 10, 2022 |
| October 2021 | $2,398,709,610 | 19 | August 31, 2021 |
Regulatory assets under management: $2,398,709,610 in the October 2021 data and $2,906,943,144 in the October 2026 data, up 21%.
Total employees: 19 in October 2021 and 19 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Employees performing advisory functions went from 8 to 7.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Renaissance Investment Management (CRD 105916): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/renaissance-investment-management-covington-ky-105916