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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MENARD, LEE, ANN | I | CHIEF COMPLIANCE OFFICER / CFO | NA | Control |
| MENARD, LEE, ANN | I | CHIEF COMPLIANCE OFFICER / CFO | NA | Control |
| MENARD, LEE, ANN | I | CHIEF COMPLIANCE OFFICER / CFO | NA | Control |
| MENARD, LEE, ANN | I | CHIEF COMPLIANCE OFFICER / CFO | NA | Control |
| MENARD, LEE, ANN | I | CFO | NA | Control |
| MENARD, LEE, ANN | I | CFO | NA | Control |
| MILLAR, DAVID, RUSSELL | I | CCO | NA | Control |
| MILLAR, DAVID, RUSSELL | I | CCO | NA | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | CEO | E | Control |
| MENARD, DAVID, WAYNE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MENARD, DAVID, WAYNE | I | CEO | E | Control |
| MENARD, DAVID, WAYNE | I | CEO | E | Control |
| MENARD, DAVID, WAYNE | I | CEO | E | Control |
| MENARD, DAVID, WAYNE | I | CEO | E | Control |
| MENARD, DAVID, WAYNE | I | CEO | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
2603 AUGUSTA DRIVESUITE 1200
HOUSTON, TX 77057
United States
Phone: 713-364-1515