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 registered investment adviser that has been SEC-registered since 1988. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals and small businesses. It operates as a capital allocator and bills clients through a mix of asset-based fees and fixed fees. The firm does not identify as an active ESG investor. Briaud’s structure is a corporation owned by a combination of domestic entity and individual interests. Its stated advisory focus emphasizes personalized planning and discretionary portfolio oversight alongside fee-based solutions for clients with varying needs.
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 28Active vs passive
$526M in ETFs
86%
$454M
14%
$72.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $208M | 554,597 | 39.43% |
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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