BRIA Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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
Certain management persons are licensed insurance agents and may receive commissions on insurance products sold.
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
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)