# Broussard Financial Group

Broussard Financial Group is a RIA based in Kaplan, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Kaplan, United States
- **Region:** North America
- **Address:** Lafayette, LA, United States
- **Assets under management:** Undisclosed
- **Website:** broussardfinancial.com

## Regulatory record

- **CRD number:** 123724
- **SEC file number:** 801-130384
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123724

## About

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.

## Sectors

- Real Estate
- Private Credit

## People

- Robert Broussard — Managing Member

## 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.

### 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.

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Last updated: 2026-07-06T01:24:13.139Z

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