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 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.
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
| 16
| |
Wesley Chapel, FL
| 6
| |
Wesley Chapel, FL
| 6
| |
Wesley Chapel, FL
| 1
|
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