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 adviser that has been SEC-registered since 1988. The firm acts as a capital allocator and provides fee-based advice to high-net-worth individuals, families and some institutional clients. Compensation comes through percentage-of-assets and fixed-fee arrangements. Core advisory services include comprehensive financial planning and discretionary portfolio management for individuals and small businesses. The firm does not position itself as an active ESG investor and does not list pension consulting or related-adviser services on its filings. Briaud received recognition on FA Magazine’s Top RIA Firms list in 2020.
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 Equities44%
- US Government Bonds27%
- Public Funds/Mutual Funds21%
- State & Local Bonds3%
- Private Funds3%
Owners & executives
1 of 1JANET BRIAUD
Chief Investment OfficerCRD 1891284
Contacts
3 of 5Andrea Billquist
Sr. Financial PlannerCRD 6683079
NATALIE PINE
Managing PartnerCRD 5771582
Sachin Sawant
Financial PlannerCRD 7874651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$370M in ETFs
81%
$299M
19%
$71.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $173M | 539,110 | 46.70% |
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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