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Broussard Financial Group
BROUSSARD FINANCIAL GROUP, LLC is an SEC-registered investment adviser in Kaplan, LA, registered since 2024. The firm manages approximately $139 million in...
Broussard Financial Group
BROUSSARD FINANCIAL GROUP, LLC is an SEC-registered investment adviser in Kaplan, LA, registered since 2024. The firm manages approximately $139 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Kaplan
Corporate office
Lafayette, LA, United States
Principals
Robert Broussard
Managing Member
Sector focus
Frequently asked questions
What is the core investment strategy at Broussard Financial Group?
The firm pursues a two-pronged strategy centered on direct ownership of income-producing commercial real estate and the origination of private credit instruments. Real estate holdings are concentrated in office, retail, and industrial properties across the Gulf South, while credit exposure is built through bridge loans, construction financing, and mezzanine debt issued to regional developers and businesses. The firm acts as a principal investor and lender, not as a fund-of-funds allocator.
Who manages investment decisions at Broussard Financial Group?
Robert Broussard, as Managing Member, holds full authority over all investment and divestment decisions. The firm operates without a formal investment committee structure, and there is no indication of a professionalized CIO or external advisory board. This concentrated governance is characteristic of a tightly held single-family office where the founding principal remains the sole decision-maker.
Does Broussard Financial Group invest alongside external managers or co-invest with other families?
The firm's operational model is built on direct proprietary deal flow rather than commitments to outside funds or formal co-investment clubs. Its real estate and credit positions are sourced through local relationships in Louisiana's legal, banking, and development communities. There is no public evidence of LP relationships with third-party GPs or participation in syndicated co-investment vehicles.
What geographies does Broussard Financial Group focus on?
The firm concentrates its real estate and credit activities along the Gulf Coast corridor, extending from Houston, Texas, through Louisiana and into the Florida Panhandle. This geographic specialization reflects both the family's multi-generational roots in the region and the informational advantage gained from deep local relationships. There is no indication of direct investment activity outside this footprint.
Is there a philanthropic foundation or operating business affiliated with Broussard Financial Group?
No publicly disclosed philanthropic foundation, donor-advised fund, or separate operating business is affiliated with Broussard Financial Group. The firm's structure appears limited to a single vehicle through which all family investment activity is conducted, without the satellite entities that many larger family offices establish for charitable giving or operating-company management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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