Brian Low Financial Group, LLC

RIASEC Registered
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$274K
Accounts
874
Employees
8
Advisory reps
4

Firm details

Headquarters
Baton Rouge, Louisiana
CRD number
306346
Registered since
November 17, 2022
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

FINTRX

Overview

Brian Low Financial Group, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (registered in 2022) and describes itself as a capital allocator that also performs selection-of-other-advisers duties and pension consulting services. Its service mix includes fee models based on a percentage of AUM as well as hourly and fixed fees, and the firm also operates as an insurance broker. The client focus is individual and family relationships, and the firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 20%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents20%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 42

Active vs passive

$60.5M in ETFs

Passive

65%

$39.3M

Active

0%

$21.2M

ETFProviderStyleCategoryValueShares% of portfolio
SWP GROWTH & INCOME ETF (SWP)$20.7M766,01334.21%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth