BRIAUD FINANCIAL ADVISORS
Latest filing: Mar 11, 2025 (127 days ago)
AUM
$775,328,663
10% change vs. 1 year ago
13% change vs. 3 years ago
31% change vs. 5 years ago
54% change vs. 10 years ago
Employee Count
15
15% change vs. 1 year ago
25% change vs. 3 years ago
7% change vs. 5 years ago
25% change vs. 10 years ago
Main Office
COLLEGE STATION, TX
1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX, UNITED STATES, 77845
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.8 |
| Client | AUM |
|---|---|
| Retail | $0.8 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 45 | $0.0 |
| Average Individual AUM | $796,498 | |
| HNW | 231 | $0.7 |
| Average HNW AUM | $3,189,328 | |
| Retail Total | 276 | $0.8 |
| Average Retail AUM | $2,799,193 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.5 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | NEW YORK-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.8 |
| Retail SMA AUM | $0.8 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 11% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 31% | $0.2 |
| Municipal | 4% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 31% | $0.2 |
| Other Pools | 3% | $0.0 |
| Cash | 19% | $0.1 |
| Other | 0% | $0.0 |
| Total | 99% | $0.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
7 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHELLE HOLMES | COLLEGE STATION | TX | CHARTERED FINANCIAL ANALYST | ||||||
| SACHIN SAWANT | COLLEGE STATION | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| MATTHEW MCKAY | COLLEGE STATION | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| JANET BRIAUD | COLLEGE STATION | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| PEGGY SHERMAN | COLLEGE STATION | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| ANDREA BILLQUIST | COLLEGE STATION | TX | S66|2016-12-17 | CERTIFIED FINANCIAL PLANNER | |||||
| NATALIE PINE | COLLEGE STATION | TX | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.8 | $0.0 | 0% | 15 | 0 | 0% |
| 2025-04-21 | $0.8 | $0.0 | 0% | 15 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.1 | 10% | 13 | 2 | 15% |
| 2023-04-04 | $0.7 | $0.1 | 17% | 11 | 4 | 36% |
| 2022-04-01 | $0.7 | $0.1 | 13% | 12 | 3 | 25% |
| 2021-04-05 | $0.7 | $0.1 | 16% | 15 | 0 | 0% |
| 2020-04-01 | $0.6 | $0.2 | 31% | 14 | 1 | 7% |
| 2019-04-01 | $0.5 | $0.2 | 44% | 12 | 3 | 25% |
| 2018-04-02 | $0.5 | $0.2 | 47% | 12 | 3 | 25% |
| 2017-04-01 | $0.5 | $0.3 | 53% | 13 | 2 | 15% |
| 2016-04-01 | $0.5 | $0.3 | 58% | 13 | 2 | 15% |
| 2015-04-01 | $0.5 | $0.3 | 54% | 12 | 3 | 25% |
| 2014-04-01 | $0.5 | $0.3 | 64% | 10 | 5 | 50% |
| 2013-04-01 | $0.5 | $0.3 | 60% | 10 | 5 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, CA-10/06/2021, CO-01/23/2017, FL-05/04/2017, LA-08/04/2011, NE-03/11/2025, TX-01/01/1992 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV