Briaud Financial Planning, Inc.
Briaud Financial Planning, Inc is an SEC-registered independent investment adviser and wealth management firm headquartered in College Station, Texas. The firm focuses on providing comprehensive financial planning and investment management services, primarily serving high-net-worth individuals, families, and select organizations. Briaud was founded in 1986, employs approximately 13-15 staff members, and manages over $700 million in client assets as of March 2025. The team at Briaud combines financial planning expertise with fiduciary investment advice to deliver tailored solutions and personalized service for their clients.
Investment Strategy
Briaud Financial Planning, Inc employs a comprehensive wealth management and financial planning strategy centered on long-term, diversified portfolios. Their approach is grounded in fiduciary principles, seeking to align investment strategies with each client's specific goals, risk tolerance, and financial circumstances. The firm emphasizes evidence-based investing, primarily using low-cost ETFs and mutual funds with broad exposure to global equities, fixed income, and alternative assets. The firm is fee-only and maintains independence from product providers, focusing on client best interests and holistic wealth management for high-net-worth individuals and families.
Top Holdings
Equity Positions (336)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 36.21% | $91.8M | 302,127 | $262.86 | $303.93 | +$7.6M |
G GLD | SPDR GOLD TR | 23.46% | $59.5M | 195,132 | $162.42 | $304.83 | -$14.5M |
Q QQQ | INVESCO QQQ TR | 13.21% | $33.5M | 60,747 | $481.73 | $551.64 | +$5.0M |
P PDBC | INVESCO ACTVELY MNGD ETC FD | 13.06% | $33.1M | 2,540,275 | $13.51 | $13.04 | -$1.1M |
I IAU | ISHARES GOLD TR | 2.19% | $5.5M | 88,965 | $33.85 | $62.36 | -$752.0K |