RENAISSANCE INVESTMENT GROUP, LLC
SEC RegisteredThe Renaissance Advantage
About the firm
Renaissance Investment Group, LLC was established in September 2000 to provide highly personalized investment and financial counseling services to individuals, families, fiduciaries, and organizations. The firm's investment professionals have, on average, over thirty years of successful investment and financial counseling experience. Renaissance is a long-term, quality growth investor and a Stratos Private Wealth Partner.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management services tailored to individual client objectives including income needs and risk tolerance; financial counseling; ethical/socially responsible investing portfolios and strategies; and management of funds for foundations, endowments, and nonprofits.
Who they serve
Individuals, families, fiduciaries, organizations, foundations, endowments, and nonprofits.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 123 | $102M |
| High Net Worth Individuals | 131 | $548M |
| State/Municipal Entities | 11 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $4,000,000 | 0.70% |
| Over $7,000,000 | 0.55% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RENAISSANCE INVESTMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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