Broussard Financial Group, LLC

RIASEC Registered
Total AUM
$139M
Discretionary
$139M
100% of AUM
Avg account
$317K
Accounts
438
Employees
2
Advisory reps
1

Firm details

Headquarters
Kaplan, Louisiana
CRD number
123724
Registered since
July 2, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI81.69%
  • Individuals18.31%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Broussard Financial Group, LLC is an independent, individual-owned registered investment adviser focused on serving individuals and families. The firm registered with the SEC in 2024 and provides financial planning and portfolio management for individuals and small businesses. Its billing model includes percentage-of-assets, hourly fees, and fixed-fee engagements. Broussard identifies as an active ESG investor and appears to integrate environmental, social, and governance considerations into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Public Funds/Mutual Funds 93%, Cash & Cash Equivalents 4%, Exchange Traded Equities 2%, Private Funds 1%93%
  • Public Funds/Mutual Funds93%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities2%
  • Private Funds1%

Owners & executives

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Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$147M in ETFs

Passive

64%

$94.2M

Active

35%

$53.2M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$20.8M412,60814.11%

Location

Primary office

Kaplan, LA

Vermilion

Location

Kaplan, LA

Headquartered in Kaplan, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.

Metro area
Lafayette-Opelousas-Morgan City, LA
Region
South
County
Vermilion
Address
106 W Veterans Meml Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth