BRIAN LOW FINANCIAL GROUP, LLC
Firm details
- Headquarters
- BATON ROUGE, Louisiana
- CRD number
- 306346
- Registered since
- November 17, 2022
- Website
- brianlowfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals64.36%
- HNWI35.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Brian Low Financial Group, LLC is an independent, SEC‑registered investment adviser established in 2022 and organized as an LLC under individual ownership. The firm positions itself as a capital allocator for individual and family clients, combining advisory services with insurance brokerage capabilities. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also offers hourly and fixed‑fee engagements. The adviser does not identify as an active ESG investor and is not flagged as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents20%
Contacts
3 of 4GAIL HOFFMAN-JACKSON
Investment AdvisorCRD 1754963
CHRISTINE DOUGLASS
CRD 6124348
Noah McMichael
Investment AdvisorCRD 7489175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$53.6M in ETFs
61%
$32.7M
3%
$20.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SWP GROWTH & INCOME ETF (SWP) | $18.8M | 708,588 | 35.20% |
Location
BATON ROUGE, LA
EAST BATON ROUGE
Location
BATON ROUGE, LA
Headquartered in BATON ROUGE, LA, in the South of the United States.
- Region
- South
- County
- EAST BATON ROUGE
- Address
- 4463 Bluebonnet Blvd
- Time zone
- CT (UTC-6)
- Office locations
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