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 registered investment adviser organized as an LLC and registered in 2022. The firm is owner-operated and positions itself as a capital allocator serving individual and family clients. Its advisory offering, as listed on its ADV, includes financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting services; the firm also operates as an insurance broker. Fee arrangements include percentage-of-AUM charges as well as hourly and fixed fees. The firm is not identified as an active ESG investor and is not listed as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4
Gail 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
$61.4M in ETFs
64%
$39.4M
0%
$22M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SWP GROWTH & INCOME ETF (SWP) | $21.5M | 771,572 | 35.02% |
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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