RIA Intel›Advisers›Michigan›BAYOU FINANCIAL PLANNING, LLC

BAYOU FINANCIAL PLANNING, LLC

Advisory

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$165K

across 205 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients144

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

144 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

DON A. SLABAUGH

$34M

RICHARD B. PRICE D/B/A MERIDIAN ASSET MANAGEMENT

$34M

ADAMCZYK ADVISERS L.L.C.

NORTHVILLE, MI

$33M

+32.0% 1Y

DAVIS INVESTMENT GROUP, LTD.

$35M

PRESENT VALUE, LLC

$35M

PDM INVESTMENT SERVICES, LLC

$33M

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