Overview
Assets Under Management: $155 million
Headquarters: WESLEY CHAPEL, FL
High-Net-Worth Clients: 86
Average Client Assets: $1.3 million
Frequently Asked Questions
BRIA CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175258), BRIA CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
BRIA CAPITAL GROUP, LLC is headquartered in WESLEY CHAPEL, FL.
BRIA CAPITAL GROUP, LLC serves 86 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, BRIA CAPITAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BRIA CAPITAL GROUP, LLC manages $155 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, BRIA CAPITAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.48%
Average Client Assets: $1.3 million
Total Client Accounts: 312
Discretionary Accounts: 312
Regulatory Filings
CRD Number: 175258
Filing ID: 2083356
Last Filing Date: 2026-03-30 09:33:15