Brian Low Financial Group, LLC
● SEC registered since 2022CRD 306346SEC# 801-126895Baton Rouge, LA
Reg. AUM
$239.3M
Employees
8
Accounts
874
Location
Baton Rouge, LA
Brian Low Financial Group, LLC assets under management
Brian Low Financial Group, LLC operates as an SEC-registered investment adviser based in Baton Rouge, LA. The firm has been registered since 2022. It reports $239.3 million in regulatory assets under management and employs 8 people.
Brian Low Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Wesley Low Control | Managing Member | Over 75% | 2008 |
| Christine Marie Heroux | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Brian Low Financial Group, LLC manage?
Brian Low Financial Group, LLC reports $239.3 million in regulatory assets under management on its Form ADV.
How many employees does Brian Low Financial Group, LLC have?
Brian Low Financial Group, LLC reports 8 employees.
Where is Brian Low Financial Group, LLC located?
Brian Low Financial Group, LLC is based in Baton Rouge, LA and has been SEC-registered since 2022.
Does Brian Low Financial Group, LLC disclose fund performance?
Brian Low Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4463 Bluebonnet Boulevard, Suite B, Baton Rouge, LA 70809 |
| Phone | 225-292-4225 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$239.3M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$239.3Mregulatory AUM
Discretionary $239.3M