Michelle Holmes
Briaud · Mandan, North Dakota
Michelle Holmes is a fee-only financial advisor at Briaud in Mandan, North Dakota, who holds the CFP and CFA credentials. Briaud reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- High earners
Facts
| Firm | Briaud |
|---|---|
| Based in | Mandan, North Dakota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $912.8M across 2,441 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in ND, TX · CRD 7654304 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.briaud.com |
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Questions about Michelle
Is Michelle Holmes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Briaud reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Briaud, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michelle Holmes based?
Michelle Holmes is based in Mandan, North Dakota.
What credentials does Michelle Holmes hold?
Michelle Holmes holds the CFP and CFA credentials.
Is Michelle Holmes registered with the SEC?
Yes. Michelle Holmes is registered as an investment adviser representative in ND and TX (CRD 7654304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Briaud manage?
Briaud reports $912.8M across 2,441 accounts in assets under management.
How do I contact Michelle Holmes?
Through Michelle's website, www.briaud.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Briaud website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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