Briaud Financial Advisors
Firm details
- Headquarters
- College Station, Texas
- CRD number
- 105638
- Registered since
- January 28, 1988
- Website
- www.briaud.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.76%
- Individuals3.01%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Briaud Financial Advisors is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1988. The firm serves both individual and family clients as well as institutional relationships and acts as a capital allocator, blending fee models that include a percentage-of-AUM schedule and fixed fees. Core advisory services are financial planning and portfolio management for individuals and small businesses. The firm is not identified as an active ESG investor and does not position itself as a multi-state adviser or pension consultant. Briaud was listed among FA Magazine’s Top RIA Firms in 2020.
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 Equities44%
- US Government Bonds27%
- Public Funds/Mutual Funds21%
- State & Local Bonds3%
- Private Funds3%
Owners & executives
1 of 1
Janet Briaud
Chief Investment OfficerCRD 1891284
Contacts
3 of 5
Natalie Pine
Managing PartnerCRD 5771582
Matthew McKay
Partner, Portfolio ManagerCRD 7234816
Andrea Billquist
Sr. Financial PlannerCRD 6683079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$734M in ETFs
86%
$634M
13%
$99.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $206M | 556,358 | 28.05% |
Location
College Station, TX
Brazos
Location
College Station, TX
Headquartered in College Station, TX, in the South of the United States.
- Region
- South
- County
- Brazos
- Address
- 1611 Crescent Pointe Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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