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BRIAN LOW FINANCIAL GROUP, LLC

BATON ROUGE, LA · CRD 306346 · IAPD ↗ · brianlowfinancial.com · 225-292-4225

$239.3MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — BRIAN LOW FINANCIAL GROUP, LLC reported RAUM up 30% ($184.2M -> $239.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — BRIAN LOW FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — BRIAN LOW FINANCIAL GROUP, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.