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Renaud & Company
Founded in 1998, Renaud & Company structures its offering as a combined Registered Investment Advisor and tax-accounting firm. Its public-facing identity...
Renaud & Company
Founded in 1998, Renaud & Company structures its offering as a combined Registered Investment Advisor and tax-accounting firm. Its public-facing identity describes personalized financial planning, asset management, and fiduciary advisory services for individuals and families across the O'Fallon, Missouri area and nearby communities. The firm's strategy fuses portfolio construction with in-house tax preparation, a model that implies wealth-management activity around direct public-market allocations, retirement accounts, and tax-optimized drawdown strategies. Because portfolios are built and reviewed by the same team that files the client's return each spring, the firm's investment posture is inherently annual-cycle aware rather than event-driven. Published materials list no venture, private-equity, hedge-fund, or direct-real-estate mandates; strategy appears concentrated on liquid instruments managed to individual planning objectives. The firm operates from a single address on West Terra Lane. Office hours are Monday through Thursday 8:00 AM to 4:30 PM, Friday 8:00 AM to 3:00 PM, with extended hours during the February-through-April tax season. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or co-investor club — are disclosed. Team headcount and total assets under advisement are not publicly reported. Renaud & Company's structural differentiator is its in-house tax-and-advisory pairing serving a concentrated regional market. The firm is not a multi-family office aggregator, nor does it participate in institutional fund commitments, direct co-investments, or manager-selection roundtables common to larger family offices. It functions as a single-location practice combining two professional service lines — investment management and tax preparation — for a local client base that appears to be multigenerational, given its quarter-century tenure in one community.
General information
Firm type
Single Family Office
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
How does Renaud & Company combine investment and tax services?
The firm operates as a Registered Investment Advisor that also maintains a tax-and-accounting practice under one roof. Clients can have their portfolios managed by the same office that prepares their annual returns, which the firm presents as a way to coordinate investment decisions with year-round tax awareness. The tax team runs extended hours each spring during the February-through-April filing season.
What asset classes does Renaud & Company manage?
The firm does not publicly break out its asset-class allocations or name specific strategies. Its website describes personalized portfolio management for individuals, families, and organizations, suggesting a liquid-markets focus around stocks, bonds, mutual funds, and retirement accounts. There is no mention of venture capital, private equity, hedge funds, or direct real estate in any available source.
Is Renaud & Company a multi-family office?
No. The firm describes itself as a local registered investment advisory and tax-accounting firm serving individual and family clients from a single office in O'Fallon, Missouri. It does not market itself as a multi-family office, and it lacks the institutional co-investment, alternative-asset access, or multi-state office footprint typical of multi-family-office structures.
Does Renaud & Company publish its assets under management?
No. The firm does not disclose a publicly reported AUM figure in its website materials, in regulatory filings accessible from its public-facing documents, or through any cited press coverage. Its total advisory assets remain undisclosed.
Who leads the firm?
The available public materials from the firm's website do not name individual founders, managing partners, or investment professionals. The domain and entity name point to the Renaud family, but no specific principal is identified in the pages consulted.
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