Broussard Financial Group, LLC
Firm details
- Headquarters
- Kaplan, Louisiana
- CRD number
- 123724
- Registered since
- July 2, 2024
- Website
- broussardfinancialgroup.com
- 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
FINTRXOverview
Broussard Financial Group, LLC operates as an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2024) and serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its billing model combines a percentage-of-AUM fee with hourly and fixed-fee engagements. Broussard identifies as an active ESG investor and does not operate as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities2%
- Private Funds1%
Contacts
1 of 1
Jerry Broussard
PresidentCRD 1230207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$140M in ETFs
65%
$91.3M
34%
$48.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $17.9M | 354,696 | 12.79% |
Location
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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