# BRIAUD FINANCIAL PLANNING INC

BRIAUD FINANCIAL PLANNING INC of COLLEGE STATION, TX is an SEC-registered investment adviser.

## Registration

- CRD: 105638
- Type: SEC-registered investment adviser
- SEC file number: 801-31379
- Location: 1611 CRESCENT POINTE PARKWAY, COLLEGE STATION, TX, 77845
- Phone: 979-260-9771
- Latest filing: 2026-05-12
- Regulatory AUM: $912.8M
- Discretionary AUM: $862.0M
- Non-discretionary AUM: $50.8M
- Clients: 16
- Accounts: 2,441

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Janet Briaud | CHIEF INVESTMENT OFFICER/PARTNER | — |
| Natalie Briaud Pine | CHIEF COMPLIANCE OFFICER; LEAD ADVISOR, CEO, AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/LEAD ADVISOR | — |
| Matthew Ray Mckay | PORTFOLIO MANAGER | — |
| BILLINGS CHRISTINA K | CHIEF COMPLIANCE OFFICER | — |
| BRIAUD JANET | CHIEF INVESTMENT OFFICER/PARTNER; PRESIDENT | — |
| PINE ROGER STEPHEN | CHIEF COMPLIANCE OFFICER | — |
| PINE NATALIE BRIAUD | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; FINANCIAL ADVISOR (+1 more) | — |
| McKay Matthew Ray | PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105638/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105638/similar
- Related entities: https://search.stillhousedata.com/firm/105638/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105638

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.