COLLEGE STATION, TXCRD 105638Latest ADV March 31, 2026
Briaud Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in College Station, TX. Its latest Form ADV filing, dated March 31, 2026, reports $913M in regulatory assets under management, 16 employees, and 2,441 accounts.
Assets Under Management
$913M
Employees
16
Offices
--
Total Clients
279
Primary office
COLLEGE STATION, TX
1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 87.1% of total clients.
Top client categories% of clientsClients
1
HNWI
87.1%
243
2
Individuals
12.5%
35
3
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$913Mas of March 31, 2026
Discretionary94.4%
$862M
94% of total RAUM94.4%
Non-discretionary5.6%
$51M
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$913M
Total Accounts2,441
10Y AUM Change+$407M (+80.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee17:1
10Y Employee Change+3 (+23.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.