9AT: RENAUD & COMPANY, LLC

Adviser Profile

As of Date	04/01/2026
Registration	SEC, Approved, 01/03/2022
Other registrations (2)	Missouri, Terminated, 01/05/2022 Texas, Terminated, 01/05/2022
ADV Location	OFALLON, MO, United States
Contact Info	636 xxxxxxx
Websites

AUM^*	210,711,241 47%
of that, discretionary	210,711,241 47%
Number of Employees	5
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
Avg Account Size	109,975 27%
% High Net Worth	3.78% 19%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Commissions

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser TRANSCEND ADVISOR GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM253.2m	#Funds-
Adviser COMPASS FINANCIAL GROUP, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser WHEELHOUSE ADVISORY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM388.1m	#Funds-
Adviser SAVICKI CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM51.0m	#Funds-
Adviser MIAI, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM213.3m	#Funds-
Adviser LEE INVESTMENT MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM90.5m	#Funds-
Adviser BRIGHTPLAN LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser LPF ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM277.5m	#Funds-
Adviser SERAPHIM CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM63.0m	#Funds-
Adviser PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM173.5m	#Funds-

Brochure Summary

Overview

Renaud & Company, L.L.C. (CRD # 115337) (Renaud) is an SEC registered investment adviser. Renaud is based in Missouri and is organized as a Limited Liability Company under the laws of the State of Missouri. The firm has been in business since 1998 and currently has 4 employees. Renaud’s principal office and place of business is located at 763 West Terra Lane, O’Fallon, Missouri 63366. Regular business hours are from 8:00am to 4:30pm Monday through Friday. The firm can be contacted by phone at (636) 240-5055 and by fax at (636) 281- 9640. Matthew J. Renaud is the sole owner and President of Renaud & Company, L.L.C. Renaud provides portfolio management and investment supervisory services for individuals and small businesses. Renaud also provides comprehensive financial planning services including analysis of individuals’ insurance and retirement situation. Because the firm is a registered investment adviser, we are required to meet certain fiduciary

standards when providing investment advice to clients. Additionally, when we provide investment advice related to a retirement plan account or an individual retirement account, we are considered fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. As such, we are required to act in your best interest and not put our interest ahead of yours, even though our compensation creates some conflicts with your interests in that the more you have us manage, the more we can earn. Our clients however are under no obligation to use services recommended by our associated persons. Furthermore, we believe that our recommendations are in the best interests of our clients and are consistent with our clients’ needs. As of December 31, 2023, Renaud managed approximately $143,112,521, all of which was managed on a discretionary basis.

RENAUD & COMPANY, LLC

RENAUD & COMPANY, LLC

RENAUD & COMPANY

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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RENAUD & COMPANY, LLC RENAUD & COMPANY, LLC RENAUD & COMPANY

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

RENAUD & COMPANY, LLC

RENAUD & COMPANY, LLC

RENAUD & COMPANY