Briaud Financial Planning Inc
- Regulatory AUM
- $913M
- Discretionary
- $862M
- Clients
- 279
- Avg AUM / client
- $3.3M
- Accounts
- 2,441
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $27.4M | 3.01% |
| High net worth individuals | 243 | $883M | 96.8% |
| Corporations and other businesses | 1 | $2.1M | 0.23% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $6.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bfa Alternatives Fund 1, Ltd. | Private Equity Fund | Texas | $6.3M | 106 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Stylecraft Builders 401(k) Plan Stylecraft Builders, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Janet Briaud | Chief Investment Officer/Partner | CFP | Jan 1992 (35y) | 25% – 50% |
| Natalie Briaud Pine | Managing Partner/Lead Advisor | CFP | Jan 2008 (19y) | 25% – 50% |
| Matthew Ray Mc Kay | Portfolio Manager | CFP | Mar 2020 (6y) | 5% – 10% |
| Michelle Marie Holmes | Registered representative | CFP CFA | Nov 2022 (4y) | |
| Andrea R Billquist | Registered representative | CFP | Nov 2023 (3y) | |
| Sachin Narayan Sawant | Registered representative | CFP | Mar 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The 2010 Patrick Briaud Trust, Patrick Charles Briaud Trustee | Shareholder | Jan 2011 | A | 5% – 10% |
| The 2010 Natalie Pine Trust, Natalie Anne Briaud Pine Trustee | Shareholder | Jan 2011 | A | 5% – 10% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $6.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bfa Alternatives Fund 1, Ltd. | Private Equity Fund | $6.3M | $150K | 106 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Stylecraft Builders 401(k) Plan | Stylecraft Builders, Inc. | 118 | $10.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $739M (81% of AUM) May 2026
- Fidelity Brokerage Services $453M (76% of AUM) Oct 2020
- Tiaa Cref Individual & Institutional Services, Llc $113M (12% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗