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BRIAUD FINANCIAL ADVISORS
Legal name: BRIAUD FINANCIAL PLANNING INC
CRD 105638File 801-31379
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$912.8M
Above cohort median (national)
Discretionary AUM
$862.0M
Non-discretionary $50.8M
Clients
279
2,441 accounts
Employees
16
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 28, 1988
- Principal office
- 1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX, 77845
- Phone
- 979-260-9771
- Website
- HTTP://WWW.BRIAUD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $912.8M
- Discretionary AUM
- $862.0M
- Non-discretionary AUM
- $50.8M
- Discretionary accounts
- 2,056
- Non-discretionary accounts
- 385
- Total accounts
- 2,441
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $2.1M |
| High net worth individuals | 243 | $883.3M |
| Individuals (other than high net worth individuals) | 35 | $27.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.