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- Custodian
- Capital Group · Charles Schwab & Company · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-2015
- Office Locations
- 1
Office Locations
About Bria Capital Group, LLC
BRIA Capital Group, LLC is a Wesley Chapel, FL registered investment adviser (CRD 175258) serving retail and institutional clients, including business owners, entrepreneurs, and retirees. Services include financial planning, discretionary asset management and portfolio construction, plus tax, estate/legacy, business succession, retirement plan, and insurance planning. Investment approach emphasizes ETFs and fixed income with risk management and socially responsible investing; custody includes Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN MICHAEL BRIGGS
Chief Compliance Officer, Managing Member, President
- CRD
- #5809575
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHRISTOPHER COOK
--
- CRD
- #6148138
Michael J Garcia
--
- CRD
- #7041334
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,129,219 | $497,209 |
| Non-Discretionary | $0 | -- |
| Total | $155,129,219 | $497,209 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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