Brian Low Financial Group, LLC

Overview

Brian Low Financial Group, LLC is an SEC registered investment adviser based in Baton Rouge, LA, registered since 2019. It reports $239M in assets under management across 874 accounts, with 8 employees. It has 3 investment adviser representatives.

Reported AUM

$239M

Discretionary

100%

Accounts

874

Average account

$274K

Employees

8

Advisory reps

3

Registered since

2019

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Brian Wesley Low Managing Member CRD 3097163
• Christine Marie Heroux Chief Compliance Officer CRD 6124348

Advisory reps 3 of 3

• Gail Susanne Hoffman-Jackson Investment Adviser Rep CRD 1754963
• Brian Wesley Low Insurance Agent · Investment Adviser Rep CRD 3097163
• Noah Robert Mcmichael Investment Adviser Rep CRD 7489175

Location

Headquarters

4463 Bluebonnet Blvd # B
Baton Rouge, LA 70809

County

East Baton Rouge

Metro area

Baton Rouge, LA

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: brianlowfinancial.com/index.php

Every state, with registration dates

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