Updated:
Renaud & Company
Renaud & Company has operated as a registered investment advisor out of O'Fallon, Missouri since 1998, coupling portfolio management with tax preparation.
Renaud & Company
Renaud & Company was established in 1998 and operates from a single office at 763 W Terra Lane in O'Fallon, Missouri. The firm is structured as a registered investment advisor, and its public materials position it as a fiduciary for individuals, families, and organizations in the surrounding region. The firm extends its client relationship through Renaud Tax & Accounting, a co-branded service that runs alongside the advisory business, creating an integrated tax-aware planning offering. The investment-advisory arm provides asset management and financial planning, with a focus molded by the requirements of local clients rather than institutional mandates. While the firm does not publish a discrete strategy document, its dual RIA-and-tax-preparer design suggests a deployment model oriented toward taxable accounts, retirement planning, and coordination of investment decisions with annual tax liability. The geographic footprint is concentrated in the St. Louis metropolitan area, serving O'Fallon and nearby communities. The firm discloses that it has been serving clients for over 25 years, though it does not publish total assets under management, total deployment figures, or a headcount of investment professionals. No separate philanthropic vehicle, real-asset arm, or co-investment club is surfaced in its public-facing materials. The most visible operational rhythm is the annual tax-season extension of office hours each February through April, confirming the accounting practice remains active year-round alongside the advisory function. Renaud & Company’s structural differentiator is the deliberate bundling of registered investment-advisory duties with tax-preparation services under one roof. Most RIAs outsource tax strategy or work alongside a client’s outside CPA; Renaud keeps both functions inside the same firm, which may allow it to trade on a fuller view of a client’s cash flows and tax posture — a configuration more common among small-town trust companies than among standalone wealth managers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
O'Fallon
Corporate office
763 W Terra Lane, O'Fallon, MO 63366, United States
Frequently asked questions
Is Renaud & Company a single-family office or a multi-client wealth manager?
It operates as a registered investment advisor open to individuals, families, and organizations — not a single-family office. Its website presents the firm as a local advisory practice serving the O'Fallon, Missouri area, with no indication of a single-family anchor or exclusive family capital.
How does the firm’s investment-advisory work relate to its tax-and-accounting practice?
Renaud & Company co-brands its advisory business with Renaud Tax & Accounting, and the two services share the same physical office and phone number. The website lists separate headings for 'Investment Advisors' and 'Tax & Accounting' and publishes distinct tax-season office hours, indicating that the tax-preparation activity is a parallel, ongoing line of business rather than a seasonal add-on.
Does Renaud & Company publish an AUM figure or disclose its investment track record?
No. The firm does not disclose assets under management, deployment totals, or performance data on its website or in any linked public materials. Its public presence is limited to service descriptions and office logistics.
What is the firm’s geographic coverage?
The firm is based in O'Fallon, Missouri, and its language targets 'O'Fallon, MO and surrounding areas,' which situates its client base broadly within the western St. Louis metropolitan region. No additional office locations or multi-state registrations are publicly listed.
Who runs the day-to-day investment decisions at Renaud & Company?
No individual principals, portfolio managers, or investment committee members are named on the firm’s website. The absence of a published team page or named decision-makers means the leadership structure is not publicly documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: