# THE MENARD FINANCIAL GROUP, LLC

THE MENARD FINANCIAL GROUP, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 299404
- Type: SEC-registered investment adviser
- SEC file number: 801-114342
- Location: 2603 AUGUSTA DRIVE, SUITE 1200, HOUSTON, TX, 77057
- Phone: 713-364-1515
- Latest filing: 2026-05-01
- Regulatory AUM: $335.3M
- Discretionary AUM: $329.9M
- Non-discretionary AUM: $5.4M
- Clients: 3
- Accounts: 354

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| David Russell Millar | CCO | — |
| David Wayne Menard | CEO | — |
| Lee Ann Menard | CFO | — |
| MENARD DAVID WAYNE | CEO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MENARD LEE ANN | CHIEF COMPLIANCE OFFICER / CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299404/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299404/similar
- Related entities: https://search.stillhousedata.com/firm/299404/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299404

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.