BRIA CAPITAL GROUP, LLC

Overview

Bria Capital Group, LLC is an independent registered investment adviser that focuses on fee-based wealth management for individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and its stated fee arrangements include percentage-of-assets, hourly charges and fixed fees. Bria favors equities as its primary allocation; the firm’s filings show a preference for exchange-traded equities within separately managed account structures. It is not an active ESG investor, does not serve as a pension consultant, and does not identify as a multi-state adviser. Investment activity is centered on taxable and tax-advantaged accounts for high-net-worth individuals and families, with an approach that appears to blend SMAs, ETFs and mutual funds rather than broad allocations to external alternative fund managers. Custody is concentrated at Charles Schwab & Co., Inc., which suggests the firm uses institutional platforms and custodial trading/ reporting tools to implement portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices