# Renaissance Investment Management

> 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.

- CRD: 105916
- Filed as: RENAISSANCE INVESTMENT MANAGEMENT
- Legal name: The Renaissance Group LLC
- Also doing business as: RENAISSANCE INVESTMENT MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Covington, KY
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105916
- AdvisorCensus page: https://advisorcensus.com/firm/renaissance-investment-management-covington-ky-105916

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley Distribution, Inc.

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: $2,906,943,144
- Discretionary: $2,906,943,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 184 | $94,116,314 |
| High net worth individuals | 30 | $170,817,671 |
| Banking or thrift institutions | 111 | $42,165,494 |
| Investment companies | 2 | $165,034,028 |
| 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) | 1 | $27,053,288 |
| Charitable organizations | 4 | $49,516,969 |
| State or municipal government entities (including government pension plans) | 7 | $80,373,103 |
| 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 | 3 | $109,585,080 |
| Other | 1,641 | $2,168,281,197 |

### 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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 19 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,398,709,610 | 19 | August 31, 2021 |
| October 2022 | $2,557,705,746 | 20 | March 10, 2022 |
| October 2023 | $2,154,710,841 | 17 | March 2, 2023 |
| October 2024 | $2,538,177,212 | 17 | March 20, 2024 |
| October 2025 | $2,766,684,328 | 21 | March 25, 2025 |
| October 2026 | $2,906,943,144 | 19 | April 16, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 8 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Renaissance Investment Management (CRD 105916): Form ADV filing data as of October 2026.