| 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 |
The Menard Financial Group, LLC reports $429.2 million in regulatory assets under management on its Form ADV.
The Menard Financial Group, LLC reports 3 employees.
The Menard Financial Group, LLC is based in Houston, TX and has been SEC-registered since 2018.
The Menard Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $429.2M |
| Non-discretionary | $2K |
| Total (RAUM) | $429.2M |