RENAISSANCE INVESTMENT GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $726.1M |
| Discretionary | $707.4M97% of AUM |
| Non-Discretionary | $18.7M |
| Client Accounts | 595 |
| Avg Account Size | $1.2M |
| Employees | 9 |
| Peak AUM | $726.1MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $726M | +14.1% | +14.3% | +9.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $726.1M |
| Discretionary | $707.4M |
| Employees | 9 |
| Client Accounts | 595 |
| Client Range | 51-100 |
Contact & Location
Address
45 WALKER STREET
LENOX MA 01240
Phone
413-445-2481
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$707M
97.4% of AUM
Non-Discretionary
$19M
2.6% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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