{"url":"https://nivawealth.com/firms/bria-capital-group-175258","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/175258","regulatoryAum":155129219,"crd":"175258","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5809575","suffix":null,"lastName":"BRIGGS","firstName":"JONATHAN","middleName":"MICHAEL"},{"crd":"6148138","suffix":null,"lastName":"COOK","firstName":"CHRISTOPHER","middleName":null},{"crd":"7041334","suffix":null,"lastName":"Garcia","firstName":"Michael","middleName":"J"},{"crd":"8173965","suffix":null,"lastName":"Topazio","firstName":"Giovannie","middleName":"M"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134904","legalName":"Bria Capital Group, LLC","displayName":"BRIA Capital Group","slug":"bria-capital-group-175258","website":"https://briacg.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/175258/e010461ae02811a3-r1.webp","tone":"light","width":419,"height":200,"sourceUrl":"https://www.briacg.com","sourceLabel":"Bria Capital Group, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2044 Ashley Oaks Circle, #102","city":"Wesley Chapel","state":"FL","stateName":"Florida","country":"United States","postalCode":"33544"},"tradeNames":[],"registration":{"secApproved":"9 December 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":492997.884244373,"staff":{"employees":5,"advisory":3,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":155129219,"discretionary":155129219,"discretionaryAccounts":312,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":225,"regulatoryAum":42443539},{"label":"High-net-worth individuals","clients":86,"regulatoryAum":110878803},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1806877}],"feePrograms":[{"role":"other","program":"Estate planning assistance","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059839","versionId":1059839,"submittedOn":"2026-10-01","documentName":"BRIA CAPITAL GROUP - FORM ADV PART 2A"},{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059839","versionId":1059839,"submittedOn":"2026-10-01","documentName":"BRIA CAPITAL GROUP - FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:09:13.341002+00:00","documents":[{"name":"BRIA CAPITAL GROUP - FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059839","versionId":1059839,"submittedOn":"2026-10-01"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":155129219}],"custodyNote":"BRIA Capital Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jonathan Briggs","title":"Managing Member, President & Chief Compliance Officer","crd":"5809575"}],"ownership":[{"label":"Jonathan Briggs","detail":"Managing member, president & chief compliance officer in the 75% or more ownership band and a control person, since December 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":4,"addresses":[{"street":"2044 Ashley Oaks Circle, #102","city":"Wesley Chapel","headquarters":true},{"street":"3630 W. Kennedy BLVD.","city":"Tampa"},{"street":"339 6th Avenue West, Suite 33","city":"Bradenton"},{"street":"3490 E Lake RD","city":"Palm Harbor"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"813-448-1122","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":56},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":11},{"label":"Securities issued by registered investment companies or business development companies","percent":26},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"1 October 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/175258/PDF/175258.pdf","brochureDate":"1 October 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059839","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does BRIA Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BRIA Capital Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does BRIA Capital Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BRIA Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BRIA Capital Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BRIA Capital Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BRIA Capital Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact BRIA Capital Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}