BRIAUD FINANCIAL PLANNING INC
DBA: BRIAUD FINANCIAL ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $912.8M |
| Discretionary | $862.0M94% of AUM |
| Non-Discretionary | $50.8M |
| Client Accounts | 2,441 |
| Avg Account Size | $374K |
| Employees | 16 |
| Peak AUM | $912.8MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $913M | +17.7% | +10.6% | +6.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $912.8M |
| Discretionary | $862.0M |
| Employees | 16 |
| Client Accounts | 2441 |
| Client Range | 251-500 |
Contact & Location
Address
1611 CRESCENT POINTE PARKWAY
COLLEGE STATION TX 77845
Phone
979-260-9771
Filing History
56 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$862M
94.4% of AUM
Non-Discretionary
$51M
5.6% of AUM
Disc. mix ▼ 2.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported