Briaud Financial Planning Inc
● SEC registered since 1988CRD 105638SEC# 801-31379College Station, TX
Reg. AUM
$912.8M
Employees
16
Accounts
2,441
Location
College Station, TX
Briaud Financial Planning Inc assets under management
Briaud Financial Planning Inc operates as an SEC-registered investment adviser based in College Station, TX. The firm has been registered since 1988. It reports $912.8 million in regulatory assets under management and employs 16 people.
Briaud Financial Planning Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Janet Briaud Control | Chief Investment Officer/Partner | 25-50% | 1992 |
| Matthew Ray McKay | Portfolio Manager | 10-25% | 2022 |
| Natalie Briaud Pine Control | Lead Advisor, Ceo, And Chief Compliance Officer | 25-50% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Briaud Financial Planning Inc manage?
Briaud Financial Planning Inc reports $912.8 million in regulatory assets under management on its Form ADV.
How many employees does Briaud Financial Planning Inc have?
Briaud Financial Planning Inc reports 16 employees.
Where is Briaud Financial Planning Inc located?
Briaud Financial Planning Inc is based in College Station, TX and has been SEC-registered since 1988.
Does Briaud Financial Planning Inc disclose fund performance?
Briaud Financial Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1611 Crescent Pointe Parkway, College Station, TX 77845 |
| Phone | 979-260-9771 |
| Fax | 979-846-5472 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1800586 |
| Discloses disciplinary history | No |
Regulatory AUM
$912.8M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$912.8Mregulatory AUM
Discretionary $862MNon-discretionary $50.8M