BRIA Capital Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
BRIA Capital Group reports 311 clients. They include 225 individual clients and 86 high-net-worth individuals. Of its assets, 100.0% ($155M across 312 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 27% |
| High-net-worth individuals | 28% | 71% |
| Charitable organizations | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 225 | $42.4M | 27.4% | $189K |
| High-net-worth individuals | 86 | $111M | 71.5% | $1.29M |
| Charitable organizations | Fewer than 5 | $1.81M | 1.2% | — |
| Total | 311 | $155M | 100% | — |
- Clients
- 225
- Regulatory AUM
- $42.4M
- AUM share
- 27.4%
- Avg. per client
- $189K
- Clients
- 86
- Regulatory AUM
- $111M
- AUM share
- 71.5%
- Avg. per client
- $1.29M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.81M
- AUM share
- 1.2%
- Avg. per client
- —
Total
- Clients
- 311
- Regulatory AUM
- $155M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
BRIA Capital Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Estate planning assistance
- Estate planning assistance carries an additional annual asset-based fee of 0.25% on assets under $250,000, 0.01% from $250,000 to $999,999, and 0% at $1 million or more.
- Financial planning
- Financial planning is included in the portfolio management fee for clients with at least $250,000 under management; smaller accounts that take planning pay a minimum annual fee of $3,000, negotiable.
Jonathan Briggs owns 75% or more of BRIA Capital Group. The leadership team of BRIA Capital Group includes President Jonathan Briggs. It has 5 employees, 3 of them in advisory roles.
Leadership
- Jonathan BriggsManaging Member, President & Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 1 state-registered rep
- 4 insurance agents
- Owns 75% or more of Bria Capital Group, LLC
Jonathan Briggs
Control person · since December 2021
Besides its headquarters, BRIA Capital Group has 3 offices, with 4 listed addresses in Florida.
Florida · 4 listed addresses
- 2044 Ashley Oaks Circle, #102, Wesley ChapelHQ
- 3630 W. Kennedy BLVD., Tampa
- 339 6th Avenue West, Suite 33, Bradenton
- 3490 E Lake RD, Palm Harbor
Contact and registration details
- Legal name
- Bria Capital Group, LLC
- Headquarters
- 2044 Ashley Oaks Circle, #102, Wesley Chapel, FL 33544
- Website
- briacg.com
- Phone
- 813-448-1122
- SEC file
- 801-134904
- Structure
- Florida LLC
- Fiscal year end
- December
BRIA Capital Group uses Charles Schwab ($155M) as custodian for its separately managed accounts. BRIA Capital Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $155M100%
At year end, BRIA Capital Group’s separately managed accounts were mostly in stocks (56%) and funds (26%).
What the accounts hold
- Stocks56%
- Funds26%
- Bonds12%
- Investment grade corporate bonds11%
- U.S. government and agency bonds1%
- Cash6%
How many clients does BRIA Capital Group have?
BRIA Capital Group has 311 clients and manages $155 million for them, as of October 2026. They include 225 individual clients and 86 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026
What services does BRIA Capital Group offer?
BRIA Capital Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does BRIA Capital Group use?
BRIA Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $155M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026
How many financial advisors does BRIA Capital Group have?
BRIA Capital Group has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BRIA Capital Group invest in?
At the end of its last fiscal year, BRIA Capital Group’s separately managed accounts held 56% exchange-traded equities, 26% registered funds (mutual funds, ETFs, BDCs), 11% investment grade corporate bonds, 6% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BRIA Capital Group?
BRIA Capital Group’s direct owner is Jonathan Briggs (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026
How does BRIA Capital Group get paid?
BRIA Capital Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BRIA Capital Group?
BRIA Capital Group’s main office is at 2044 Ashley Oaks Circle, #102, Wesley Chapel, FL 33544. Its phone number is 813-448-1122. Its website is briacg.com.