RIA Intel›Advisers›Texas›BRIAUD FINANCIAL PLANNING INC

BRIAUD FINANCIAL PLANNING INC

Advisory

N·COLLEGE STATION, TX

Data as of May 12, 2026 · Source: SEC Form ADV

Total AUM

$913M

1-Year AUM Growth

+6.1%

3-Year CAGR

+1.6%

Employees

6

Assets Under Management

Total AUM$913M

Discretionary AUM$862M

Non-Discretionary AUM$51M

Discretionary %94.4%

Total Clients278

Team

Total Employees6

Investment Advisers16

Employee Growth (1Y)+20.0%

Filing History

Total Filings on Record51

First FilingJan 26, 2001

Latest FilingMay 12, 2026

🔒 Full AUM trend chart and 51 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BRIAUD FINANCIAL PLANNING INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.