BRIAUD FINANCIAL PLANNING INC
Legal name: BRIAUD FINANCIAL ADVISORS
CRD #105638 SEC #801-31379 COLLEGE STATION, TX 979-260-9771
SEC Registered Private Funds
Total AUM
$775.3M
Discretionary
$747.3M
Employees
15
Clients
251
Accounts
2,083
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $775.3M | $747.3M | $28M | 15 | 0 |
| Mar 2025 | $775.3M | $747.3M | $28M | 15 | 0 |
| May 2024 | $705M | $691.9M | $13.1M | 13 | 0 |
| Mar 2024 | $705M | $691.9M | $13.1M | 13 | 0 |
| Dec 2023 | $664.3M | $652.1M | $12.2M | 11 | 0 |
| Jul 2023 | $664.3M | $652.1M | $12.2M | 11 | 0 |
| Mar 2023 | $664.3M | $652.1M | $12.2M | 11 | 0 |
| Mar 2022 | $683.3M | $677.9M | $5.4M | 12 | 0 |
| Oct 2021 | $669.5M | $657M | $12.5M | 15 | 0 |
| Feb 2021 | $669.5M | $657M | $12.5M | 15 | 0 |
| Oct 2020 | $593.8M | $582.8M | $11M | 14 | 0 |
| Jun 2020 | $593.8M | $582.8M | $11M | 14 | 0 |
| Jun 2020 | $593.8M | $582.8M | $11M | 14 | 0 |
| Mar 2020 | $593.8M | $582.8M | $11M | 14 | 0 |
| Nov 2019 | $548.2M | $537.5M | $10.7M | 12 | 0 |
| May 2019 | $548.2M | $537.5M | $10.7M | 12 | 0 |
| Feb 2019 | $539.7M | $529M | $10.7M | 12 | 0 |
| May 2018 | $528.3M | $525.5M | $2.8M | 12 | 0 |
| Jan 2018 | $528.3M | $525.5M | $2.8M | 12 | 0 |
| May 2017 | $505.8M | $502.7M | $3M | 13 | 300 |
| Jan 2017 | $505.8M | $502.7M | $3M | 13 | 300 |
| Apr 2016 | $491.1M | $488.3M | $2.8M | 13 | 300 |
| Apr 2016 | $491.1M | $488.3M | $2.8M | 13 | 300 |
| Jan 2016 | $491.1M | $488.3M | $2.8M | 13 | 300 |
| Aug 2015 | $503.9M | $499.5M | $4.5M | 12 | 300 |
| Feb 2015 | $503.9M | $499.5M | $4.5M | 12 | 300 |
| Jan 2015 | $503.9M | $499.5M | $4.5M | 12 | 300 |
| Jul 2014 | $471.8M | $468.1M | $3.7M | 10 | 300 |
| Feb 2014 | $471.8M | $468.1M | $3.7M | 10 | 300 |
| Aug 2013 | $483.1M | $479.3M | $3.9M | 11 | 300 |
| Apr 2013 | $483.1M | $479.3M | $3.9M | 11 | 300 |
| Oct 2012 | $484.6M | $477.1M | $7.5M | 6 | 300 |
| Apr 2012 | $484.6M | $477.1M | $7.5M | 6 | 300 |
| Mar 2012 | $484.6M | $477.1M | $7.5M | 6 | 300 |
| Nov 2011 | $454.4M | $444M | $10.4M | 6 | 251 |
| Aug 2011 | $454.4M | $444M | $10.4M | 10 | -- |
| Aug 2011 | $454.4M | $444M | $10.4M | 10 | -- |
| Mar 2011 | $454.4M | $444M | $10.4M | 10 | -- |
| Sep 2010 | $457M | $340.5M | $116.5M | -- | -- |
| Jul 2010 | $457M | $340.5M | $116.5M | -- | -- |
| May 2009 | $449M | $0 | $449M | -- | -- |
| Mar 2009 | $449M | $0 | $449M | -- | -- |
| Feb 2007 | $411.8M | $0 | $411.8M | 10 | -- |
| Mar 2006 | $349.1M | $0 | $349.1M | 10 | -- |
DateAug 2025
Total AUM$775.3M
Discretionary$747.3M
Non-Disc.$28M
Employees15
Clients0
DateMar 2025
Total AUM$775.3M
Discretionary$747.3M
Non-Disc.$28M
Employees15
Clients0
DateMay 2024
Total AUM$705M
Discretionary$691.9M
Non-Disc.$13.1M
Employees13
Clients0
DateMar 2024
Total AUM$705M
Discretionary$691.9M
Non-Disc.$13.1M
Employees13
Clients0
DateDec 2023
Total AUM$664.3M
Discretionary$652.1M
Non-Disc.$12.2M
Employees11
Clients0
DateJul 2023
Total AUM$664.3M
Discretionary$652.1M
Non-Disc.$12.2M
Employees11
Clients0
DateMar 2023
Total AUM$664.3M
Discretionary$652.1M
Non-Disc.$12.2M
Employees11
Clients0
DateMar 2022
Total AUM$683.3M
Discretionary$677.9M
Non-Disc.$5.4M
Employees12
Clients0
DateOct 2021
Total AUM$669.5M
Discretionary$657M
Non-Disc.$12.5M
Employees15
Clients0
DateFeb 2021
Total AUM$669.5M
Discretionary$657M
Non-Disc.$12.5M
Employees15
Clients0
DateOct 2020
Total AUM$593.8M
Discretionary$582.8M
Non-Disc.$11M
Employees14
Clients0
DateJun 2020
Total AUM$593.8M
Discretionary$582.8M
Non-Disc.$11M
Employees14
Clients0
DateJun 2020
Total AUM$593.8M
Discretionary$582.8M
Non-Disc.$11M
Employees14
Clients0
DateMar 2020
Total AUM$593.8M
Discretionary$582.8M
Non-Disc.$11M
Employees14
Clients0
DateNov 2019
Total AUM$548.2M
Discretionary$537.5M
Non-Disc.$10.7M
Employees12
Clients0
DateMay 2019
Total AUM$548.2M
Discretionary$537.5M
Non-Disc.$10.7M
Employees12
Clients0
DateFeb 2019
Total AUM$539.7M
Discretionary$529M
Non-Disc.$10.7M
Employees12
Clients0
DateMay 2018
Total AUM$528.3M
Discretionary$525.5M
Non-Disc.$2.8M
Employees12
Clients0
DateJan 2018
Total AUM$528.3M
Discretionary$525.5M
Non-Disc.$2.8M
Employees12
Clients0
DateMay 2017
Total AUM$505.8M
Discretionary$502.7M
Non-Disc.$3M
Employees13
Clients300
DateJan 2017
Total AUM$505.8M
Discretionary$502.7M
Non-Disc.$3M
Employees13
Clients300
DateApr 2016
Total AUM$491.1M
Discretionary$488.3M
Non-Disc.$2.8M
Employees13
Clients300
DateApr 2016
Total AUM$491.1M
Discretionary$488.3M
Non-Disc.$2.8M
Employees13
Clients300
DateJan 2016
Total AUM$491.1M
Discretionary$488.3M
Non-Disc.$2.8M
Employees13
Clients300
DateAug 2015
Total AUM$503.9M
Discretionary$499.5M
Non-Disc.$4.5M
Employees12
Clients300
DateFeb 2015
Total AUM$503.9M
Discretionary$499.5M
Non-Disc.$4.5M
Employees12
Clients300
DateJan 2015
Total AUM$503.9M
Discretionary$499.5M
Non-Disc.$4.5M
Employees12
Clients300
DateJul 2014
Total AUM$471.8M
Discretionary$468.1M
Non-Disc.$3.7M
Employees10
Clients300
DateFeb 2014
Total AUM$471.8M
Discretionary$468.1M
Non-Disc.$3.7M
Employees10
Clients300
DateAug 2013
Total AUM$483.1M
Discretionary$479.3M
Non-Disc.$3.9M
Employees11
Clients300
DateApr 2013
Total AUM$483.1M
Discretionary$479.3M
Non-Disc.$3.9M
Employees11
Clients300
DateOct 2012
Total AUM$484.6M
Discretionary$477.1M
Non-Disc.$7.5M
Employees6
Clients300
DateApr 2012
Total AUM$484.6M
Discretionary$477.1M
Non-Disc.$7.5M
Employees6
Clients300
DateMar 2012
Total AUM$484.6M
Discretionary$477.1M
Non-Disc.$7.5M
Employees6
Clients300
DateNov 2011
Total AUM$454.4M
Discretionary$444M
Non-Disc.$10.4M
Employees6
Clients251
DateAug 2011
Total AUM$454.4M
Discretionary$444M
Non-Disc.$10.4M
Employees10
Clients--
DateAug 2011
Total AUM$454.4M
Discretionary$444M
Non-Disc.$10.4M
Employees10
Clients--
DateMar 2011
Total AUM$454.4M
Discretionary$444M
Non-Disc.$10.4M
Employees10
Clients--
DateSep 2010
Total AUM$457M
Discretionary$340.5M
Non-Disc.$116.5M
Employees--
Clients--
DateJul 2010
Total AUM$457M
Discretionary$340.5M
Non-Disc.$116.5M
Employees--
Clients--
DateMay 2009
Total AUM$449M
Discretionary$0
Non-Disc.$449M
Employees--
Clients--
DateMar 2009
Total AUM$449M
Discretionary$0
Non-Disc.$449M
Employees--
Clients--
DateFeb 2007
Total AUM$411.8M
Discretionary$0
Non-Disc.$411.8M
Employees10
Clients--
DateMar 2006
Total AUM$349.1M
Discretionary$0
Non-Disc.$349.1M
Employees10
Clients--