A complete list of active advisors currently associated with BRIA Capital Group, LLC
Warmer can help you find a great advisor at BRIA Capital Group, LLC or one who fits your needs even better.
BRIA Capital Group, LLC is a small SEC-registered advisory firm with three advisors that serves individuals, high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management, ongoing financial planning (including a tiered subscription option), retirement plan consulting as a limited-scope 3(21) fiduciary, and standalone consulting services. The firm’s investment approach begins with a Discovery Meeting and a written Investment Policy Statement and blends fundamental and technical analysis to build diversified portfolios across equities, fixed income, mutual funds, ETFs, closed-end funds and CDs. BRIA routinely uses asset-allocation and value-oriented and bond strategies and can incorporate client-directed constraints, including faith-based screening via the Inspire Impact Score, when requested. Distinctive features include a subscription-based “Personal CFO” planning platform with account aggregation, secure document storage, and ongoing reporting that frames financial planning as a continual service rather than a one-time deliverable. The firm also provides retirement-plan TPA platform support as a 3(21) fiduciary, employs advisors who are licensed insurance agents (noted as a potential conflict of interest), and has recently updated its disclosures to explicitly address geopolitical, cybersecurity, and data/analytics risks.
To learn more about the advisors currently working at BRIA Capital Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wesley Chapel, FL
| 15
| |
Wesley Chapel, FL
| 6
| |
Wesley Chapel, FL
| 5
|
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