$239.3M Total AUM
$239.3M Disc. AUM
22.8% 3Y CAGR
8 Employees
874 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- FrontierVertex
- Established Date
- 12-12-2019
- Office Locations
- 1
Office Locations
4463 Bluebonnet Boulevard Suite B Baton Rouge LA
About Brian LOW Financial Group, LLC
Brian Low Financial Group, LLC is a Baton Rouge, LA RIA providing retirement-focused financial planning, tax and estate/legacy planning, and insurance/annuity guidance for individuals and business owners. Portfolios emphasize ETFs and public funds, with custody through Schwab/TD Ameritrade. The firm offers client education tools such as a retirement-readiness self-check and an “annuity myths” guide.
Team overview
-- AVG AGE
$59.8M AVG AUM / ADVISOR
$273.9K AVG AUM / CLIENT
3.3 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Matrix quantum Meridian alpha Catalyst atlas Focus fusion Peak Ember Frontier beacon
Client Personas
Crest focus Unison oak
Custodian
Optima Radial
Investment Themes
Wave foundation Quantum matrix Momentum Ridge Zenith Timber
Investment Vehicles
Eagle insight Atlas meridian
Platform
Value
Services
Pioneer harbor Prime Signal prime Legacy Radial Glacier Signal Value oak Signal vertex
Technology
Vital Glacier
Owner & Executives
BRIAN WESLEY LOW
Investment Advisor, Managing Member
- CRD
- #3097163
- Ownership
- 75% or more
(294) 678-7067
radial.element@harborcapital.com
in linkedin.com/in/element-delta
CHRISTINE MARIE HEROUX
Chief Compliance Officer
- CRD
- #6124348
- Ownership
- Less than 5%
(916) 984-6595
unison.wave@bridgecapital.com
in linkedin.com/in/legacy-pathway
Showing 2 of 2 owners & executives
Unlock allContacts
G
GAIL SUSANNE HOFFMAN-JACKSON
--
- CRD
- #1754963
(803) 486-6257
unison.wave@radialcapital.com
in linkedin.com/in/radial-frontier
N
Noah Robert McMichael
--
- CRD
- #7489175
(757) 889-6890
beacon.element@quantumcapital.com
in linkedin.com/in/beacon-atlas
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,345,026 | $273,850 |
| Non-Discretionary | $0 | -- |
| Total | $239,345,026 | $273,850 |
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Separately Managed Accounts
Total SMA Asset: $239,345,026
Equity - Exchange:
31.5% Public Funds:
33.8% Cash:
34.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,175,654,646 | 31.5% |
| Public Funds | $1,261,496,097 | 33.8% |
| Cash | $1,295,086,229 | 34.7% |
| Total | $3,732,236,972 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL FOUNDATION FRONTIER | RIDGE GLACIER | JX5FE8IVL | KWZQD | 3.72% | $86,278,083 |
| FOUNDATION UNISON WAVE | HARBOR FOCUS | J8VW0CJP6 | KYQD | 2.49% | $75,048,505 |
| OAK ALPHA | CATALYST WAVE | QJ2PMXXLK | MELLK | 2.66% | $116,547,882 |
| SUMMIT OPTIMA | VERTEX MOMENTUM | RKNMIK33M | RYJOT | 7.13% | $3,820,048 |
| MATRIX GLACIER UNISON | TIMBER MERIDIAN | 37EX0XCZS | NDDIE | 7.66% | $55,915,673 |
| RADIAL ZENITH | ATLAS GLACIER | 6A0ZE3QEI | IVG | 4.14% | $47,605,349 |
| VALUE RIDGE INSIGHT | OPTIMA FRONTIER | 9VSUIE11K | KVHB | 12.44% | $71,847,157 |
| PATHWAY MATRIX | CAPITAL FOCUS | 3SPTQDCFW | OAEL | 6.52% | $38,972,681 |