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TF

Trevor M. Forbes

RENAISSANCE INVESTMENT GROUP
Lenox, MA 01240
Some features on this profile are disabled
CRD#: 5994373
TF

Professional summary

Trevor Malpas Forbes, CFA is a registered financial advisor currently at RENAISSANCE INVESTMENT GROUP, LLC located in Lenox, Massachusetts.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Trevor has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Malpas Forbes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

October 31, 2011 - Present

RENAISSANCE INVESTMENT GROUP, LLC

Office #1: 45 Walker Street, Lenox, MA 01240
RIA
CRD#: 153679
Lenox, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
RENAISSANCE INVESTMENT GROUP, LLC
LIG GROUP, LLC | RENAISSANCE INVESTMENT GROUP, LLC

CRD#: 153679 / SEC#: 801-71391

RIA
Registered Investment Advisory firm - (4/26/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/4/2024)
IAR
Connecticut
(6/4/2024)
IAR
Florida
(8/6/2024)
IAR
Louisiana
(7/2/2024)
IAR
Massachusetts
(10/31/2011)
IAR
New Hampshire
(6/6/2024)
IAR
New York
(6/4/2024)
IAR
North Carolina
(5/20/2025)
IAR
Texas
(6/4/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2011
Uniform Investment Adviser Law Examination

Current Firm

RI
RENAISSANCE INVESTMENT GROUP, LLC
LIG GROUP, LLC | RENAISSANCE INVESTMENT GROUP, LLC

CRD#: 153679 / SEC#: 801-71391

RIA
Registered Investment Advisory firm - (4/26/2010 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
45 Walker Street, Lenox, MA 01240
Mailing Address
Phone number
(413) 445-2481
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RENAISSANCE INVESTMENT GROUP, LLC (3/12/2026)

Regulatory assets under management

Total Number of Accounts595
AUM (Assets Under Management)$ 726,084,772

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RENAISSANCE INVESTMENT GROUP, LLC

CRD#: 153679Lenox, MA 01240

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