The Menard Financial Group, LLC
The Menard Financial Group, LLC is an SEC-registered wealth manager in Houston, TX with $335.3M assets under management (AUM, regulatory AUM), -22% over one year. See who owns The Menard Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299404, SEC 801-114342, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $335.3M (2026-05-01)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 3
- Clients
- 128
- CRD
- 299404
- Ownership
- MENARD, DAVID, WAYNE; MENARD, LEE, ANN; MILLAR, DAVID, RUSSELL
How much AUM does The Menard Financial Group, LLC have?
The Menard Financial Group, LLC reported $335.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns The Menard Financial Group, LLC?
Disclosed owners and executives of The Menard Financial Group, LLC include MENARD, DAVID, WAYNE, MENARD, LEE, ANN, MILLAR, DAVID, RUSSELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.