Briaud Financial Advisors
Firm details
- Headquarters
- College Station, Texas
- CRD number
- 105638
- 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%
Firm profile
FINTRXOverview
Briaud Financial Advisors is an independent registered investment adviser that manages client assets across individual, family and institutional relationships. The firm acts as a capital allocator, combining advisory services with third-party fund selections and direct portfolio management. Its compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multi‑state or newly formed adviser in the available records. The firm received recognition from FA Magazine in 2020 as one of its Top RIA Firms, reflecting visibility within the advisory community. Client servicing and investment oversight appear to be delivered through traditional advisory channels and external manager relationships rather than a single proprietary product line.
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
Andrea 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 27Active vs passive
$367M in ETFs
86%
$317M
13%
$49.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $206M | 556,358 | 56.11% |
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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