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Broussard Financial Group, LLC (Kaplan)


Broussard Financial Group, LLC is a large advisory firm based in Kaplan. It manages $41.74 million of regulatory assets for 372 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Louisiana.

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Broussard Financial Group provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Broussard Financial Group: assets under management

The assets under management (AUM) of Broussard Financial Group, LLC is $41.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $41.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.2 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Broussard Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kaplan

The principal office where Broussard Financial Group, LLC performs its advisory services is located at 106 West Veterans Memorial Drive, Kaplan, LA 70548 The mailing address of the firm is Post Office Box 505, Kaplan, LA 70548 0505. An additional office of the firm is in Lafayette, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 337-643-8319 or by fax 337-643-8785. The normal business hours are m-th:8am to 4:30pm and fridays 8am to 12 noon on Monday - Friday. You can find more information about the New York firm at www.broussardfinancialgroup.com.


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