Brian Low Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Brian Low Financial Group reports 874 clients. They include 828 individual clients and 46 high-net-worth individuals. Of its assets, 100.0% ($239M across 874 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $184M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 64% |
| High-net-worth individuals | 5% | 36% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 828 | $154M | 64.4% | $186K |
| High-net-worth individuals | 46 | $85.3M | 35.6% | $1.85M |
| Total | 874 | $239M | 100% | $274K |
- Clients
- 828
- Regulatory AUM
- $154M
- AUM share
- 64.4%
- Avg. per client
- $186K
- Clients
- 46
- Regulatory AUM
- $85.3M
- AUM share
- 35.6%
- Avg. per client
- $1.85M
Total
- Clients
- 874
- Regulatory AUM
- $239M
- AUM share
- 100%
- Avg. per client
- $274K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Brian Low Financial Group charges 0.75%–1.25% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting for a limited scope of work is negotiated and billed at $100 an hour.
Brian Low owns 75% or more of Brian Low Financial Group. The leadership team of Brian Low Financial Group includes Chief Compliance Officer Christine Heroux. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 6 insurance agents
- Owns 75% or more of Brian Low Financial Group, LLC
Brian Low
Control person · since October 2008
Brian Low Financial Group’s regulatory assets grew 1.9× from $126M (July 2023) to $239M (March 2026); clients rose from 643 to 874 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $239M | 874 | 8 | 3 |
| Mar 2025March 2025 | $184M | 809 | 8 | 4 |
| Mar 2024March 2024 | $149M | 755 | 7 | 3 |
| Jul 2023July 2023 | $126M | 643 | 7 | 3 |
Besides its headquarters, Brian Low Financial Group has 2 offices, with 3 listed addresses in 1 state.
Louisiana · 3 listed addresses
- 4463 Bluebonnet Boulevard, Suite B, Baton RougeHQ
- 2895 Highway 190, Mandeville
- 3801 N. Causeway BLVD, Metairie
Contact and registration details
- Legal name
- Brian Low Financial Group, LLC
- Headquarters
- 4463 Bluebonnet Boulevard, Suite B, Baton Rouge, LA 70809
- Website
- brianlowfinancial.com
- Phone
- 225-292-4225
- @brian-low-financial-group
- SEC file
- 801-126895
- Structure
- Louisiana LLC
- Fiscal year end
- December
Brian Low Financial Group’s named custodian for separately managed accounts is Charles Schwab ($239M). Brian Low Financial Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $239M100%
At year end, Brian Low Financial Group’s separately managed accounts were largely in stocks (47%) and funds (33%). Its reported 13F holdings for the quarter ended 31 March 2026 total $147M across 116 positions; the largest are Swp Growth & Income ETF (12.8%), Exxon Mobil Corp. (5.5%) and Microsoft Corp. (3.8%).
What the accounts hold
- Stocks47%
- Funds33%
- Cash20%
How many clients does Brian Low Financial Group have?
Brian Low Financial Group has 874 clients and manages $239 million for them, as of March 2026. They include 828 individual clients and 46 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Brian Low Financial Group offer?
Brian Low Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Brian Low Financial Group charge?
Brian Low Financial Group charges 0.75%–1.25% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Brian Low Financial Group use?
Brian Low Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $239M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Brian Low Financial Group have?
Brian Low Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Brian Low Financial Group invest in?
At the end of its last fiscal year, Brian Low Financial Group’s separately managed accounts held 47% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs) and 20% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Brian Low Financial Group?
Brian Low Financial Group’s direct owner is Brian Low (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Brian Low Financial Group get paid?
Brian Low Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Brian Low Financial Group?
Brian Low Financial Group’s main office is at 4463 Bluebonnet Boulevard, Suite B, Baton Rouge, LA 70809. Its phone number is 225-292-4225. Its website is brianlowfinancial.com.
