Broussard Financial Group, LLC
● SEC registered since 2024CRD 123724SEC# 801-130384Kaplan, LA
Reg. AUM
$138.8M
Employees
2
Accounts
438
Location
Kaplan, LA
Broussard Financial Group, LLC assets under management
Broussard Financial Group, LLC is an SEC-registered investment adviser based in Kaplan, LA. The firm has been registered since 2024. It reports $138.8 million in regulatory assets under management and employs 2 people.
Broussard Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jerry James Broussard Control | Chief Compliance Officer/Managing Member | Over 75% | 2002 |
Frequently asked questions
How much does Broussard Financial Group, LLC manage?
Broussard Financial Group, LLC reports $138.8 million in regulatory assets under management on its Form ADV.
How many employees does Broussard Financial Group, LLC have?
Broussard Financial Group, LLC reports 2 employees.
Where is Broussard Financial Group, LLC located?
Broussard Financial Group, LLC is based in Kaplan, LA and has been SEC-registered since 2024.
Does Broussard Financial Group, LLC disclose fund performance?
Broussard 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 | 106 West Veterans Memorial Drive, Kaplan, LA 70548 |
| Phone | 337-643-8319 |
| Fax | 877-814-4862 |
| Office hours | M-Th:8a.m. To 4:30p.m. And Fridays 8a.m. To 12 Noon |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1548136 |
| Discloses disciplinary history | No |
Regulatory AUM
$138.8M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$138.8Mregulatory AUM
Discretionary $138.8M