# Briaud Financial Advisors

> 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.

- CRD: 105638
- Filed as: BRIAUD FINANCIAL ADVISORS
- Legal name: Briaud Financial Planning Inc
- Also doing business as: BRIAUD FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: College Station, TX
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105638
- AdvisorCensus page: https://advisorcensus.com/firm/briaud-financial-advisors-college-station-tx-105638

## Quick answers

**How 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).

**How much does Briaud Financial Advisors charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- TIAA-CREF Individual & Institutional Services, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $912,788,383
- Discretionary: $861,971,167
- Non-discretionary: $50,817,216

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $27,441,213 |
| High net worth individuals | 243 | $883,258,415 |
| Corporations or other businesses not listed above | 1 | $2,088,755 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1988 (38 years)
- Employees: 16 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, ND, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [briaud.com](https://briaud.com)
- LinkedIn @briaud-financial-advisors
- X @BriaudAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $669,505,988 | 15 | February 16, 2021 |
| October 2022 | $683,305,330 | 12 | March 23, 2022 |
| October 2023 | $664,291,001 | 11 | July 18, 2023 |
| October 2024 | $705,036,199 | 13 | May 6, 2024 |
| October 2025 | $775,328,663 | 15 | March 11, 2025 |
| October 2026 | $912,788,383 | 16 | May 12, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Briaud Financial Advisors (CRD 105638): Form ADV filing data as of October 2026.