BRIA Capital Group, LLC logo

BRIA Capital Group, LLC

Updated today

Client AUM

$153,322,342

Clients

311

Advisors

4

of 5 employees

About

BRIA Capital Group serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm also facilitates estate‑planning resources and offers insurance products through licensed advisors, coordinating with outside professionals when clients request implementation assistance.

BRIA begins client engagements with a Discovery Meeting and typically documents objectives in an Investment Policy Statement, then manages diversified portfolios across equities, fixed income, mutual funds, ETFs, closed‑end funds, and CDs using a combination of fundamental and technical analysis. The firm can also incorporate a faith‑based investment overlay (the Inspire Impact Score) on request to align holdings with biblically informed criteria.

Noteworthy features in the brochure include ongoing estate‑planning support delivered via a third‑party platform (Wealth.com) with annual reviews and implementation assistance offered as part of advisory relationships. The brochure also discloses that advisers are licensed insurance agents with relationships with an insurance marketing organization and that the firm receives custodial economic benefits from its Schwab relationship, and it describes policies intended to address those potential conflicts.

Client services

Financial planning Portfolio management

Expertise

Business succession planning Retirement income strategy Cash flow / budgeting

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Fee options

Percentage

$0 - $249,999: 2% annually with minimum annual fee of $1,000 $250,000+: 2% annually, negotiable based on size, complexity, and nature of portfolio

Commissions

Certain management persons are licensed insurance agents and may receive commissions on insurance products sold.

Other

Account minimum: $250,000 Minimum fee: Minimum annual advisory fee of $1,000 for clients with less than $250,000 in assets under management, may be waived at firm's discretion. Fee-only: Fee-based portfolio management and financial planning services.

Main office

2044 Ashley Oaks Circle, #102

Wesley Chapel FL 33544

Advisors at this office

4

Most active in

Colorado · Florida · Georgia · New Jersey · New York · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jonathan B

CFP®, Series 63, Series 65

Wesley Chapel, FL

BRIA Capital Group, LLC

Jonathan Briggs is a CFP® professional with 16 years of industry experience. He is currently associated with BRIA Capital Group, LLC and Tampa Wealth Partners Corp., having previously worked at Prudential Insurance Company of America and Pruco Securities LLC for ten years. Outside of his financial advisory roles, he is the managing member and owner of a Snap Fitness franchise in Wesley Chapel, FL. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using a combination of fundamental and technical analysis and offers a faith-based investment overlay upon request.

Business succession planning Retirement income strategy Cash flow / budgeting
user avatar

Christopher C

Series 63, Series 65

Wesley Chapel, FL

BRIA Capital Group, LLC

Christopher Cook is a financial advisor at BRIA Capital Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bright Futures Wealth Management, Cetera Advisors, and Prudential. Outside of his advisory role, Cook is also licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using fundamental and technical analysis and can incorporate a faith-based investment overlay upon request.

Business succession planning Retirement income strategy Cash flow / budgeting
user avatar

Michael G

Series 66

Wesley Chapel, FL

BRIA Capital Group, LLC

Michael Garcia is a financial advisor at BRIA Capital Group, LLC with six years of industry experience and holds the Series 66 designation. He has worked at several firms including Raymond James Financial Services and New York Life Insurance. In addition to his advisory role, he is involved in non-variable insurance sales. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using both fundamental and technical analysis and provides estate-planning resources, including a faith-based investment option upon client request.

Business succession planning Retirement income strategy Cash flow / budgeting
user avatar

Giovannie T

Series 65

Wesley Chapel, FL

BRIA Capital Group, LLC

Giovannie Topazio is a financial advisor at BRIA Capital Group, LLC with Series 65 registration and one year of industry experience. Prior to joining BRIA, Giovannie worked in insurance and securities sales and has held roles outside of finance including positions at Aladdins Baking Company and Duffy's Electric. Outside of advisory activities, Giovannie also works as an Uber ride-share driver. BRIA Capital Group serves individual and high-net-worth clients as well as pension and profit-sharing plans by providing discretionary portfolio management, comprehensive financial planning, and coordinated implementation of recommendations. The firm manages diversified portfolios using fundamental and technical analysis and offers estate-planning resources and insurance products through licensed advisors, with the option to incorporate a faith-based investment overlay.

Business succession planning Retirement income strategy Cash flow / budgeting
View complete list of advisors at this firm
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