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⚲
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| BRIA Capital Group LLC
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|
|
|---|---|
| CRD # | 175258 |
| SEC # | 801-134904 |
| CIK # | |
| AUM | $155.1 M (2026-03-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 813-448-1122 |
| Address | 2044 Ashley Oaks Circle, 102 Wesley Chapel, FL 33544 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 42.4 |
| (b) Individuals (high net worth individuals) | 86 | 110.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 312 | 155.1 |
| By Discretionary | ||
| Discretionary | 312 | 155.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 312 | 155.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.1 | |
| Total | 312 | 155.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Unify Financial LLC
✚
|
FL | 0.2 |
|
Natural Bridges Financial Advisors LLC
✚
|
CA | 0.2 |
|
Personal Financial Solutions LLC
✚
|
NJ | 0.2 |
|
Richwood Investment Advisors LLC
✚
|
OH | 0.2 |
|
Merrithew & Thorsten Inc
✚
|
CA | 0.2 |
|
Financial Legacy Management Inc
✚
|
AR | 0.2 |
|
Decision Investments Inc
✚
|
CA | 0.2 |
|
RBG Wealth Advisors LLC
✚
|
TN | 0.2 |
|
Butler Financial Services Inc
✚
|
CO | 0.2 |
|
Capital Achievements LLC
✚
|
0.2 |