DBA: RENAISSANCE ADVISORS
| Total AUM | $150.9M |
| Discretionary | $136.4M90% of AUM |
| Non-Discretionary | $14.5M |
| Client Accounts | 334 |
| Avg Account Size | $452K |
| Employees | 2 |
| Peak AUM | $150.9MMar 2026 |
| AUM CAGR | +3.0% /yrover 1 yrs · 4 filings |
Total AUM
$151M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $151M | +2.3% | — | — | — |
| Discretionary AUM | $136M | 7.5% | |||
| Total AUM | $150.9M |
| Discretionary | $136.4M |
| Employees | 2 |
| Client Accounts | 334 |
| Client Range | 0 |
Address
602 STEED ROAD SUITE 110
RIDGELAND MS 39157
Phone
601-714-1034
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$136M
90.4% of AUM
Non-Discretionary
$14M
9.6% of AUM
Disc. mix ▼ 9.6pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Non-Disc. AUM | $14M | — | — | — | — |
| Total Accounts | 334 | 14.6% | — | — | — |
| Avg Account Size | $451,777.257 | +19.7% | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $75M | +2.3% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $136M | 0.1% | — | — | — |
| Institutional AUM | $14M | +31.2% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 309 | 18.0% | — | — | — |
| Institutional | 4 | 20.0% | — | — | — |
| Individuals | 25 | +177.8% | — | — | — |