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| Briaud Financial Planning Inc
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| CRD # | 105638 |
| SEC # | 801-31379 |
| CIK # | 0001800586 |
| AUM | 912.8 M (2026-05-12) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 979-260-9771 |
| Address | 1611 Crescent Pointe Parkway College Station, TX 77845 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800586 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 85.3 | ||
| iShares Silver Trust | 22.4 | ||
| iShares Comex Gold Trust | 7.1 | ||
| Apple Inc | 2.5 | ||
| Analog Devices Inc | 2.0 | ||
| Nvidia Corp | 1.6 | ||
| ETFS Platinum Trust | 1.2 | ||
| Lilly Eli & Co | 1.0 | ||
| Air Products & Chemicals Inc /DE/ | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Amgen Inc | 0.5 | ||
| Johnson & Johnson | 0.3 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | BFA Alternatives Fund 1 Ltd | [2012-03-23] | 6.3 M | |
| Offered $50,000,000 · Filed 2011-10-26 (D) · Exemption 506 · Minimum $50,000 · Remaining $50,000,000 · Duration One year or less · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 27.4 |
| (b) Individuals (high net worth individuals) | 243 | 883.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,441 | 912.8 |
| By Discretionary | ||
| Discretionary | 2,056 | 862.0 |
| Non-Discretionary | 385 | 50.8 |
| Total | 2,441 | 912.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.2 | |
| United States Persons | 903.6 | |
| Total | 2,441 | 912.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Janet Briaud | Promoter | 1 | 1 | |
| Natalie Pine | Promoter | 1 | 1 | |
| Roger Pine | Promoter | 1 | 1 | |
| 1 Briaud Financial Planning Incorporated | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800586] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Retail |
| Fund Types | Private Equity |
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