$138.8M Total AUM
$138.8M Disc. AUM
-- 3Y CAGR
2 Employees
191 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail
- Platforms
- Beacon beaconValue alpha +more
- Established Date
- 01-23-2007
- Office Locations
- 1
Office Locations
106 W Veterans Memorial Drive Kaplan LA
About Broussard Financial Group, LLC
Broussard Financial Group is a fee-only, fiduciary RIA in the Lafayette/Kaplan, Louisiana area—positioned as one of the region’s only fee-only firms. It delivers comprehensive financial planning, holistic wealth management, and discretionary portfolio management, with a stated focus on reducing risk while enhancing overall returns. Portfolios may be implemented with public funds and ETFs; custody includes Charles Schwab.
Team overview
63 AVG AGE
$138.8M AVG AUM / ADVISOR
$726.7K AVG AUM / CLIENT
19.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Oak north Zenith timber Wave momentum Focus crest Legacy horizon
Client Personas
Wave meridian Capital frontier
Custodian
Delta Legacy radial Insight
Investment Themes
Oak Zenith Matrix Atlas vertex
Investment Vehicles
Bridge signal Harbor
Platform
Pioneer Delta
Services
Pioneer vital Ridge unison Atlas insight Quantum Prime element Frontier alpha Meridian focus Quantum Pioneer Legacy pathway Summit Unison oak
Technology
Prime pathway Summit atlas Summit vertex
Owner & Executives
JERRY JAMES BROUSSARD
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #1230207
- Ownership
- 75% or more
(447) 283-6653
bridge.vital@bridgecapital.com
in linkedin.com/in/peak-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,790,787 | $316,874 |
| Non-Discretionary | $0 | -- |
| Total | $138,790,787 | $316,874 |
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Separately Managed Accounts
Total SMA Asset: $138,790,787
Public Funds:
9.9% Cash:
27.1% Equity - Exchange:
23.3% Private Funds:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $627,171,539 | 9.9% |
| Cash | $1,716,802,900 | 27.1% |
| Equity - Exchange | $1,476,070,390 | 23.3% |
| Private Funds | $2,515,021,221 | 39.7% |
| Total | $6,335,066,050 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION WAVE | BEACON FOCUS | C2YFUVSSA | EUNYM | 10.24% | $41,611,999 |
| NORTH VITAL VITAL | MOMENTUM PATHWAY | 8D3K83WGU | ITZ | 2.30% | $59,747,906 |
| SIGNAL RADIAL SUMMIT | ATLAS ATLAS | T2G9XITYU | PKIVZ | 11.78% | $8,904,527 |
| CREST BEACON SUMMIT | PATHWAY LEGACY | RA3DY7ZSZ | GYD | 2.07% | $74,253,303 |
| FUSION HORIZON | SIGNAL CAPITAL | EI1X9E740 | ISL | 4.00% | $89,429,725 |
| PRIME ATLAS DELTA | FRONTIER CREST | B0HMKFR6L | HORHC | 10.47% | $42,757,775 |
| OAK ATLAS | FRONTIER RADIAL | X1A4IW2XZ | OGMI | 9.23% | $86,053,079 |
| MATRIX FOCUS | MATRIX OPTIMA | M8DWLAUFX | FJGDD | 7.30% | $39,228,160 |