Broussard Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kaplan, LA. Its latest Form ADV filing, dated April 27, 2026, reports $139M in regulatory assets under management, 2 employees, 1 office, and 438 accounts.
Assets Under Management
$139M
Employees
2
Offices
1 office
Total Clients
191
Primary office
KAPLAN, LA
106 WEST VETERANS MEMORIAL DRIVE, KAPLAN, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.3% of total clients.
Top client categories% of clientsClients
1
Individuals
62.3%
119
2
HNWI
37.7%
72
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of April 27, 2026
Discretionary100.0%
$139M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$139M
Total Accounts438
10Y AUM Change+$38M (+38.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee96:1
10Y Employee Change0 (0.0%)
* 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.