THE MENARD FINANCIAL GROUP, LLC
CRD #299404 SEC #801-114342 HOUSTON, TX 713-364-1515
SEC Registered
Total AUM
$429.2M
Discretionary
$429.2M
Employees
3
Clients
25
Accounts
358
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $429.2M | $429.2M | $2.4K | 3 | 0 |
| Mar 2025 | $429.2M | $429.2M | $2.4K | 3 | 0 |
| Apr 2024 | $381.4M | $381.4M | $2.4K | 4 | 0 |
| Mar 2023 | $206.6M | $206.6M | $500 | 3 | 0 |
| Mar 2022 | $253.8M | $253.8M | $0 | 3 | 0 |
| Mar 2021 | $225.7M | $225.7M | $0 | 4 | 0 |
| Mar 2021 | $229.8M | $229.8M | $0 | 4 | 0 |
| Jun 2020 | $229.8M | $229.8M | $0 | 3 | 0 |
| Jun 2020 | $229.8M | $229.8M | $0 | 3 | 0 |
| Mar 2020 | $229.8M | $229.8M | $0 | 3 | 0 |
| May 2019 | $203.1M | $203.1M | $0 | 2 | 0 |
| Mar 2019 | $203.1M | $203.1M | $0 | 2 | 0 |
| Mar 2019 | $52.1M | $52.1M | $0 | 2 | 0 |
| Dec 2018 | $0 | $0 | $0 | 1 | 0 |
| Nov 2018 | $0 | $0 | $0 | 1 | 0 |
| Nov 2018 | $0 | $0 | $0 | 1 | 0 |
| Nov 2018 | $0 | $0 | $0 | 2 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$2.4K
Employees3
Clients0
DateMar 2025
Total AUM$429.2M
Discretionary$429.2M
Non-Disc.$2.4K
Employees3
Clients0
DateApr 2024
Total AUM$381.4M
Discretionary$381.4M
Non-Disc.$2.4K
Employees4
Clients0
DateMar 2023
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$500
Employees3
Clients0
DateMar 2022
Total AUM$253.8M
Discretionary$253.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$203.1M
Discretionary$203.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees2
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0