Bria Capital Group, LLC
Firm details
- Headquarters
- Wesley Chapel, Florida
- CRD number
- 175258
- Registered since
- December 9, 2025
- Website
- www.briacg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.48%
- Individuals27.36%
- Charitable Organizations1.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bria Capital Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration recorded in 2025) and focuses on serving individual and family clients through advisory services billed as a percentage of assets under management. Its stated advisory activities center on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and does not describe multi-state or pension consulting activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Contacts
3 of 4
Michael Garcia
Financial AdvisorCRD 7041334

Jonathan Briggs
PresidentCRD 5809575

Christopher Cook
Financial AdvisorCRD 6148138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wesley Chapel, FL
Pasco
Location
Wesley Chapel, FL
Headquartered in Wesley Chapel, FL, in the South of the United States.
- Region
- South
- County
- Pasco
- Address
- 2044 Ashley Oaks Cir
- Time zone
- ET (UTC-5)
- Office locations
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