{
  "crd_number": 105638,
  "slug": "briaud-financial-advisors-college-station-tx-105638",
  "primary_business_name": "BRIAUD FINANCIAL ADVISORS",
  "legal_name": "BRIAUD FINANCIAL PLANNING INC",
  "dbas": [
    "BRIAUD FINANCIAL ADVISORS"
  ],
  "city": "College Station",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "17780",
  "metro": {
    "cbsa_code": "17780",
    "common_name": "College Station",
    "msa_name": "College Station-Bryan, TX",
    "path": "/advisors/tx/college-station"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1988-01-28",
  "years_registered": 38,
  "period": "2026-10-01",
  "filing_date": "2026-05-12",
  "carried_forward": false,
  "raum_total": 912788383.0,
  "raum_discretionary": 861971167.0,
  "raum_non_discretionary": 50817216.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 27441213.0,
      "count": 35
    },
    "high_net_worth_individuals": {
      "raum": 883258415.0,
      "count": 243
    },
    "corporations_other_businesses": {
      "raum": 2088755.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "LA",
    "ND",
    "NE",
    "TX"
  ],
  "websites": [
    "https://briaud.com",
    "https://linkedin.com/company/briaud-financial-advisors",
    "https://twitter.com/BriaudAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105638",
  "city_as_filed": "COLLEGE STATION",
  "url": "https://advisorcensus.com/firm/briaud-financial-advisors-college-station-tx-105638",
  "display_name": "Briaud Financial Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. Briaud Financial Advisors (CRD 105638): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Briaud Financial Advisors compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Briaud Financial Advisors charge?",
      "a": "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."
    },
    {
      "q": "Where is Briaud Financial Advisors located?",
      "a": "Briaud Financial Advisors' principal office is in College Station, TX, according to its Form ADV."
    },
    {
      "q": "Is Briaud Financial Advisors registered with the SEC or a state?",
      "a": "Briaud Financial Advisors is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105638."
    },
    {
      "q": "How much does Briaud Financial Advisors manage?",
      "a": "Briaud Financial Advisors reports $912,788,383 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (94% discretionary)."
    },
    {
      "q": "How have Briaud Financial Advisors' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Briaud Financial Advisors serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Briaud Financial Advisors use?",
      "a": "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."
    },
    {
      "q": "Does Briaud Financial Advisors report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Briaud Financial Advisors' recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 669505988.0,
      "total_employees": 15,
      "filing_date": "2021-02-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 683305330.0,
      "total_employees": 12,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 664291001.0,
      "total_employees": 11,
      "filing_date": "2023-07-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 705036199.0,
      "total_employees": 13,
      "filing_date": "2024-05-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 775328663.0,
      "total_employees": 15,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 912788383.0,
      "total_employees": 16,
      "filing_date": "2026-05-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $775,328,663 to $912,788,383 (+18%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in ND."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,000 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000000.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "TIAA-CREF Individual & Institutional Services, LLC",
      "name_as_filed": "TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/briaud-financial-advisors-college-station-tx-105638.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 27441213.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 243,
      "fewer_than_5": false,
      "raum": 883258415.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2088755.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105638",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}