BRIAUD FINANCIAL PLANNING INC

CRD

105638

SEC file #

801-31379

EIN

742620407

DBA names

Briaud Financial Advisors

Economics

AUM

$912.8M

AUM band

$500M-$1B

AUM trajectory

'20 · $548.2M

'21 · $593.8M

'22 · $669.5M

'23 · $683.3M

'25 · $775.3M

'26 · $912.8M

'20'26

$548.2M → $912.8M▲ +67%

sec adv history

Client mix

Individuals High Net Worth	243
Individuals Other	35
Corporations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 7 advisors

'22 · 7 advisors

'23 · 8 advisors

'25 · 5 advisors

'26 · 6 advisors

'20'26

6 advisors → 6 advisors▬ 0%

sec adv history

Primary office

COLLEGE STATION TX

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

briaud.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BRIAUD, JANET

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

BRIAUD, JANET

PINE, NATALIE, BRIAUD

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BRIAUD.COM

Rdap Domain Creation Date

1998-12-08T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

12,027

Form 5500 Compensation Trajectory 3y

2025

12,027

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

12,027

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001800586

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-01-30

Edgar Last Filing Date

2026-04-10

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-10

Accession0001951757-26-000584

Edgar Former Names

Briaud Financial Planning, Inc

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

1611 CRESCENT POINTE PARKWAYCOLLEGE STATION, TX 77845

Business

1611 CRESCENT POINTE PARKWAYCOLLEGE STATION, TX 77845

Edgar EIN

742620407

Edgar Recent Filings

13F-HR2026-04-10 · 0001951757-26-000584

13F-HR2026-01-28 · 0001951757-26-000324

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-12-07T05:00:00Z

Rdap Domain Last Changed

2025-10-08T06:25:27Z

Rdap Nameservers

Ns1.p201.dns.oraclecloud.netNs2.p201.dns.oraclecloud.netNs3.p201.dns.oraclecloud.netNs4.p201.dns.oraclecloud.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

1891284

Trust Company Affiliate