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BRIAUD FINANCIAL ADVISORS
BRIAUD FINANCIAL PLANNING INC
CRD 105638 · SEC 801-31379
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $27.4M |
| High net worth individuals | 243 | $883.3M |
| Corporations/business entities | 1 | $2.1M |
States served
CA, CO, LA, NE, ND, TX, FL
All web addresses on file
Official SEC filing: View on IAPD