# Broussard Financial Group, LLC

> Broussard Financial Group, LLC is an SEC-registered investment advisory firm in Kaplan, LA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 123724
- Filed as: BROUSSARD FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kaplan, LA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123724
- AdvisorCensus page: https://advisorcensus.com/firm/broussard-financial-group-llc-kaplan-la-123724

## Quick answers

**How is Broussard Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Broussard Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Broussard Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $200 an hour (financial planning and consulting services); Flat fee: $900 to $5,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Broussard Financial Group, LLC located?**
Broussard Financial Group, LLC's principal office is in Kaplan, LA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Broussard Financial Group, LLC registered with the SEC or a state?**
Broussard Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 123724.

**How much does Broussard Financial Group, LLC manage?**
Broussard Financial Group, LLC reports $138,790,787 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**How have Broussard Financial Group, LLC's assets and staff changed since 2024?**
In the Form ADV data for Broussard Financial Group, LLC: Regulatory assets under management: $100,375,923 in the October 2024 data and $138,790,787 in the October 2026 data, up 38%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Broussard Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (72).

**Which custodians does Broussard Financial Group, LLC use?**
Broussard Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Broussard Financial Group, LLC 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/123724

**Does Broussard Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "We generally require a minimum account balance of $500,000 for asset management services. We may, in our sole discretion reduce or this requirement based upon certain criteria"

**What changed in Broussard Financial Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $115,389,271 to $138,790,787 (+20%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum account balance of $500,000 for asset management services. We may, in our sole discretion reduce or this requirement based upon certain criteria

- Hourly rate: $200 an hour (financial planning and consulting services)

> We charge on an hourly or flat fee basis for financial planning and consulting services. ... Our hourly rate is $200.

- Flat fee: $900 to $5,000 (financial planning and consulting services)

> Flat fees generally range from $900 to $5,000.

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.

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: $138,790,787
- Discretionary: $138,790,787
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $25,405,866 |
| High net worth individuals | 72 | $113,384,921 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Lafayette, LA

### Websites listed on Form ADV (Item 1.I)
- broussardfinancialgroup.com
- Facebook @BROUSSARDFINANCIALGROUP
- LinkedIn @JERRYBROUSSARD
- X @CAJUNMONEY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,375,923 | 2 | July 1, 2024 |
| October 2025 | $115,389,271 | 2 | March 20, 2025 |
| October 2026 | $138,790,787 | 2 | April 27, 2026 |

Regulatory assets under management: $100,375,923 in the October 2024 data and $138,790,787 in the October 2026 data, up 38%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $115,389,271 to $138,790,787 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Broussard Financial Group, LLC (CRD 123724): Form ADV filing data as of October 2026.