Bria Capital Group, LLC

RIASEC & State Registered
Total AUM
$155M
Discretionary
$155M
100% of AUM
Avg account
$497K
Accounts
312
Employees
5
Advisory reps
4

Firm details

Headquarters
Wesley Chapel, Florida
CRD number
175258
Registered since
December 9, 2025
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Public Funds/Mutual Funds 26%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 6%, US Government Bonds 1%56%
  • Exchange Traded Equities56%
  • Public Funds/Mutual Funds26%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Contacts

3 of 4
  • Michael Garcia

    Michael Garcia

    Financial AdvisorCRD 7041334

  • Jonathan Briggs

    Jonathan Briggs

    PresidentCRD 5809575

  • Christopher Cook

    Christopher Cook

    Financial AdvisorCRD 6148138

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth