Investment adviser · CRD 105638
BRIAUD FINANCIAL ADVISORS
Investment adviser filing (IA)
BRIAUD FINANCIAL PLANNING INC
COLLEGE STATION, TX, United States · Form ADV filed May 12, 2026
- Regulatory AUM
- $913M Form ADV · Item 5.F
- Client accounts
- 2,441 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 243 | $883,258,415 | 96.8% |
| Individuals | 35 | $27,441,213 | 3.0% |
| Corporations & businesses | 1 | $2,088,755 | 0.2% |
Filing source
Form ADV 2105282 · May 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BFA ALTERNATIVES FUND 1, LTD.Private Equity Fund · Last reported Aug 25, 2025$6.33MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
Fund details & source
- Fund ID
- 805-8147785413
- Reported beneficial owners
- 106
- Minimum commitment
- $150K
- Form D file number
- 021-167855
Form ADV 2011478 · Aug 25, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1611 CRESCENT POINTE PARKWAYCOLLEGE STATION, TX, 77845, United States
CRD 105638
Filing source
Form ADV 2105282 · May 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.