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| Broussard Financial Group LLC
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|---|---|
| CRD # | 123724 |
| SEC # | 801-130384 |
| CIK # | 0001548136 |
| AUM | 138.8 M (2026-04-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 337-643-8319 |
| Address | 106 West Veterans Memorial Drive Kaplan, LA 70548 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 13.9 | ||
| Currencyshares Japanese YEN Trust | 5.8 | ||
| iShares Silver Trust | 3.5 | ||
| iShares Bitcoin Trust | 2.7 | ||
| Sandisk Corp | 0.3 | ||
| Home Bancorp Inc | 0.3 | ||
| First Horizon National Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 25.4 |
| (b) Individuals (high net worth individuals) | 72 | 113.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 138.8 |
| By Discretionary | ||
| Discretionary | 438 | 138.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 438 | 138.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.8 | |
| Total | 438 | 138.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001548136] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Centerpiece Wealth Advisor LLC
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Stone Loft Wealth Management LLC
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Comprehensive Planning Associates Inc
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|
Blueprint Wealth Management Advisors LLC
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FSAM LLC
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