BRIAN LOW FINANCIAL GROUP, LLC
Latest filing: Mar 21, 2025 (88 days ago)
AUM
$184,209,925
23% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
8
14% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BATON ROUGE, LA
4463 BLUEBONNET BOULEVARD, BATON ROUGE, LA, UNITED STATES, 70809
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 777 | $0.1 |
| Average Individual AUM | $169,692 | |
| HNW | 30 | $0.1 |
| Average HNW AUM | $1,741,629 | |
| Retail Total | 807 | $0.2 |
| Average Retail AUM | $228,128 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.0 |
| TD AMERITRADE, INC. | OMAHA-NE-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 43% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 27% | $0.0 |
| Other Pools | 1% | $0.0 |
| Cash | 27% | $0.0 |
| Other | 2% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GAIL HOFFMAN-JACKSON | BATON ROUGE | LA | S63|2005-07-10|S66|2009-10-11 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIAN LOW | BATON ROUGE | LA | S63|2005-12-29|S65|2006-12-04 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.2 | $0.0 | 0% | 8 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 8 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 23% | 7 | 1 | 14% |
| 2023-04-04 | $0.1 | $0.1 | 47% | 7 | 1 | 14% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| LA, AK-07/20/2023, CO-07/20/2023, LA-11/17/2022, MS-07/20/2023, TX-11/17/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV