AdvisorCensus / Financial advisors / Texas / College Station / Briaud Financial Advisors
Briaud Financial Advisors
Filed as BRIAUD FINANCIAL ADVISORS · Legal name Briaud Financial Planning Inc
Briaud Financial Advisors is an SEC-registered investment advisory firm in College Station, TX, registered since 1988, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.
Quick answers
From the filingHow is Briaud Financial Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Briaud Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Briaud Financial Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.75% a year; Above $5,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Briaud Financial Advisors located?
Briaud Financial Advisors' principal office is in College Station, TX, according to its Form ADV.
Is Briaud Financial Advisors registered with the SEC or a state?
Briaud Financial Advisors is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105638.
How much does Briaud Financial Advisors manage?
Briaud Financial Advisors reports $912,788,383 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (94% discretionary).
How have Briaud Financial Advisors' assets and staff changed since 2021?
In the Form ADV data for Briaud Financial Advisors: Regulatory assets under management: $669,505,988 in the October 2021 data and $912,788,383 in the October 2026 data, up 36%. Total employees: 15 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Briaud Financial Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (243); individuals (other than high net worth individuals) (35); corporations or other businesses not listed above (1).
Which custodians does Briaud Financial Advisors use?
Briaud Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.
Does Briaud Financial Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105638
What changed in Briaud Financial Advisors' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $775,328,663 to $912,788,383 (+18%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $5,000,000 | 0.75% |
| Above $5,000,000 | 0.5% |
The brochure's wording
The annualized fee for Investment Supervisory Services is charged as a percentage of assets under management, according to the following schedule: The higher of: • 1% of the first $2 million under management, plus • 0.75% of assets between $2 million and $5 million under management, plus • 0.5% of all assets under management above $5 million, or • $10,000 minimum annual fee
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$912,788,383 as of October 2026, filing dated May 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Briaud Financial Planning Inc
- Also doing business as
- BRIAUD FINANCIAL ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1988 (38 years)
- Employees
- Total: 16. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $912,788,383 | 16 | May 12, 2026 |
| October 2025 | $775,328,663 | 15 | March 11, 2025 |
| October 2024 | $705,036,199 | 13 | May 6, 2024 |
| October 2023 | $664,291,001 | 11 | July 18, 2023 |
| October 2022 | $683,305,330 | 12 | March 23, 2022 |
| October 2021 | $669,505,988 | 15 | February 16, 2021 |
Regulatory assets under management: $669,505,988 in the October 2021 data and $912,788,383 in the October 2026 data, up 36%.
Total employees: 15 in October 2021 and 16 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $775,328,663 to $912,788,383 (+18%).
- December 2025
- Registered or notice-filed in ND.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Briaud Financial Advisors (CRD 105638): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/briaud-financial-advisors-college-station-tx-105638