# The Menard Financial Group

The Menard Financial Group is a Bank / Wealth / Trust based in Houston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** themenardfinancialgroup.net
- **LinkedIn:** https://www.linkedin.com/company/the-menard-financial-group

## Regulatory record

- **CRD number:** 299404
- **SEC file number:** 801-114342
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299404

## About

The Menard Financial Group was established in Houston in 1991, building a practice around financial planning, retirement planning, and portfolio management for individuals, high-net-worth families, and closely held businesses. The firm sits inside the broad landscape of Texas-based registered investment advisors that grew alongside the state's oil, real estate, and entrepreneurial wealth. The firm lists investment advisory services that span financial planning and portfolio management. Without access to its current Form ADV or public disclosures, the specific asset-class mix remains opaque — typical peers in this segment deploy across equities, fixed income, and alternatives through a combination of direct security selection and third-party fund allocations. The advisory model often leans toward discretionary management with a planning overlay, handling concentrated stock positions, real estate exposure, and intergenerational transfer for family groups. The Menard Financial Group operates a single location in Houston. It does not publicly identify any adjacent vehicles, philanthropic structures, or operating-business affiliations. The firm provides services to individuals, high-net-worth individuals, and various business types. The absence of public data on team size, total deployment, or named leadership limits visibility into its current scale and governance. A structural differentiator lies in its vintage — continuous operation since 1991 places it among the earlier cohort of independent Texas RIAs, preceding the wave of wirehouse breakaways that accelerated in the 2000s. For allocators, the key diligence question is whether the firm still operates as a principal-led practice or has transitioned to a multi-advisor platform model.

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Last updated: 2026-08-11T02:43:31.692Z

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