Renaissance Investment Group, Llc
- Regulatory AUM
- $726M
- Discretionary
- $707M
- Clients
- 265
- Avg AUM / client
- $2.7M
- Accounts
- 595
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 123 | $102M | 14.0% |
| High net worth individuals | 131 | $548M | 75.5% |
| Banking or thrift institutions | Fewer than 5 clients | $26.8M | 3.69% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.3M | 0.45% |
| Charitable organizations | 11 | $43.6M | 6.01% |
| Corporations and other businesses | Fewer than 5 clients | $2.6M | 0.35% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Eskridge Auto Group Profit Sharing Plan Eskridge Auto Group, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Edward Malinowski | Financial Advisor & Managing Director | May 2010 (16y) | Less than 5% | |
| Trevor Malpas Forbes | Manager President & Cio | Oct 2011 (15y) | Less than 5% | |
| Hilchey, Paula, Mary | Chief Compliance Officer, Doo & Managing Director | Jan 2014 (13y) | Less than 5% | |
| Jeffrey Alan Concepcion | Managing Member | Jun 2016 (10y) | ≈ 11.87% – 75% via Stratos Wealth Holdings, Llc | |
| Killeen, Lori, Jeanne | Client Relations Executive & Managing Director | Mar 2017 (9y) | Less than 5% | |
| Christopher Anthony Silipigno | Manager Chief Executive Officer | Chartered Financial Consultant | Mar 2018 (8y) | Less than 5% |
| Christopher Glenn King | Registered representative | May 2010 (16y) | ||
| Jeremy David Lundquist | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sa Concepts, Llc | Managing Member | Oct 2016 | A | 75% or more |
| Stratos Wealth Holdings, Llc | Holding Company | Oct 2016 | B | ≈ 15.82% – 75% via Stratos Intermediate Holdco I Llc |
| Stratos Intermediate Holdco I Llc | Member | Apr 2022 | B | ≈ 21.09% – 75% via Stratos Intermediate Holdco Llc |
| Stratos Intermediate Holdco Llc | Member | May 2022 | B | ≈ 28.13% – 75% via Stratos Wealth Enterprises, Llc |
| Stratos Wealth Enterprises, Llc | Memeber | Oct 2016 | B | ≈ 37.5% – 75% via Sa Concepts, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeffrey Alan Concepcion: 75% – 100% of Stratos Wealth Holdings, Llc × 75% – 100% of Stratos Intermediate Holdco I Llc × 75% – 100% of Stratos Intermediate Holdco Llc × 75% – 100% of Stratos Wealth Enterprises, Llc × 50% – 75% of Sa Concepts, Llc × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Stratos Wealth Holdings, Llc: 75% – 100% of Stratos Intermediate Holdco I Llc × 75% – 100% of Stratos Intermediate Holdco Llc × 75% – 100% of Stratos Wealth Enterprises, Llc × 50% – 75% of Sa Concepts, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Stratos Intermediate Holdco I Llc: 75% – 100% of Stratos Intermediate Holdco Llc × 75% – 100% of Stratos Wealth Enterprises, Llc × 50% – 75% of Sa Concepts, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Stratos Intermediate Holdco Llc: 75% – 100% of Stratos Wealth Enterprises, Llc × 50% – 75% of Sa Concepts, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Stratos Wealth Enterprises, Llc: 50% – 75% of Sa Concepts, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Eskridge Auto Group Profit Sharing Plan | Eskridge Auto Group, Inc. | 146 | $27.7M | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.94 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $700M (96% of AUM) Mar 2026
- Merrill Lynch $300M (91% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗