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BRIAUD FINANCIAL ADVISORS

BRIAUD FINANCIAL PLANNING INC

CRD 105638 · SEC 801-31379

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1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX, 77845, United States

Phone

979-260-9771

Fax

979-846-5472

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$912.8M

Discretionary AUM

$862.0M

Team

16 total employees; 6 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals35$27.4M
High net worth individuals243$883.3M
Corporations/business entities1$2.1M

States served

CA, CO, LA, NE, ND, TX, FL

All web addresses on file

Official SEC filing: View on IAPD