The Menard Financial Group, LLC
● SEC registered since 2018CRD 299404SEC# 801-114342Houston, TX
Reg. AUM
$335.3M
Employees
3
Accounts
354
Location
Houston, TX
The Menard Financial Group, LLC assets under management
The Menard Financial Group, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2018. It reports $335.3 million in regulatory assets under management and employs 3 people.
The Menard Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Russell Millar Control | Cco | Under 5% | 2025 |
| David Wayne Menard Control | Ceo | Over 75% | 2018 |
| Lee Ann Menard Control | Cfo | Under 5% | 2021 |
Frequently asked questions
How much does The Menard Financial Group, LLC manage?
The Menard Financial Group, LLC reports $335.3 million in regulatory assets under management on its Form ADV.
How many employees does The Menard Financial Group, LLC have?
The Menard Financial Group, LLC reports 3 employees.
Where is The Menard Financial Group, LLC located?
The Menard Financial Group, LLC is based in Houston, TX and has been SEC-registered since 2018.
Does The Menard Financial Group, LLC disclose fund performance?
The Menard Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2603 Augusta Drive, Suite 1200, Houston, TX 77057 |
| Phone | 713-364-1515 |
| Fax | 713-364-1516 |
| Office hours | 8:30 a.m. -5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1803156 |
| Discloses disciplinary history | No |
Regulatory AUM
$335.3M▼ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$335.3Mregulatory AUM
Discretionary $329.9MNon-discretionary $5.4M