$1.1B Total AUM
$1.1B Disc. AUM
19.4% 3Y CAGR
21 Employees
804 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2017
- Office Locations
- 5
Office Locations
19 Sutter Street SAN Francisco CA
-- Austin TX
-- Denver CO
About Brio Financial Group
Brio Financial Group is a SAN Francisco-based RIA with 5 offices. The firm has been operating for 8 years. Managing $1.1B in total assets under management, with 13 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
37 AVG AGE
$81.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.9 yrs AVG TENURE
21 Employees
13 Advisory Reps
13 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Focus unison Vital Insight timber Ember wave Vector Insight
Client Personas
Focus
Investment Themes
Oak Insight prime Insight signal Vertex
Investment Vehicles
Horizon Foundation element
Services
Horizon Zenith north Focus Unison Summit Ember quantum Summit frontier
Owner & Executives
MATTHEW RICHARD BECK
Financial Planner
- CRD
- #4237052
- Ownership
- Less than 5%
(798) 667-1427
quantum.crest@meridiancapital.com
in linkedin.com/in/horizon-fusion
BRANDON JAY MILLER
Financial Planner, Managing Member
- CRD
- #4125554
- Ownership
- Less than 5%
(404) 354-7113
pioneer.atlas@focuscapital.com
in linkedin.com/in/pathway-focus
R
Radial glacier
Alpha vertex catalyst
- CRD
- #67581
- Ownership
- 20.9%
(481) 914-8346
vital.meridian@vectorcapital.com
in linkedin.com/in/capital-oak
Showing 2 of 4 owners & executives
Unlock allContacts
Jamie Lee Alpaugh
Financial Planner
- CRD
- #7302854
(416) 648-6177
ember.pioneer@signalcapital.com
in linkedin.com/in/frontier-glacier
GERALD ANTONIO
Financial Planner
- CRD
- #5188256
(629) 375-8280
timber.ridge@legacycapital.com
in linkedin.com/in/insight-capital
E
Ember bridge
Beacon quantum
- CRD
- #81749
(291) 719-3180
insight.foundation@valuecapital.com
in linkedin.com/in/atlas-summit
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,057,978,008 | $1,315,893 |
| Non-Discretionary | $0 | -- |
| Total | $1,057,978,008 | $1,315,893 |
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Separately Managed Accounts
Total SMA Asset: $1,057,978,008
Public Funds:
20.3% Cash:
33.3% Equity - Exchange:
22.1% Other:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $897,446,580 | 20.3% |
| Cash | $1,472,166,065 | 33.3% |
| Equity - Exchange | $977,023,124 | 22.1% |
| Other | $1,074,283,346 | 24.3% |
| Total | $4,420,919,115 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL CATALYST | GLACIER FUSION | 8KNBJF8KX | KVFF | 10.81% | $91,806,717 |
| PIONEER OPTIMA BRIDGE | FRONTIER ZENITH | PK74KI3CP | LWLMM | 5.86% | $71,851,729 |
| SIGNAL VERTEX WAVE | CAPITAL WAVE | FHWA2GMWW | EAZ | 5.33% | $3,038,021 |
| MATRIX ALPHA | FUSION FOCUS | D5BAUCWUU | VEBX | 2.24% | $56,554,141 |
| PEAK ELEMENT VERTEX | HARBOR PRIME | VHYHQOY3P | HIS | 3.76% | $68,155,443 |
| RIDGE PATHWAY VECTOR | CAPITAL PEAK | 4UYRT92KP | KUJP | 5.77% | $31,712,463 |
| MATRIX QUANTUM FUSION | VERTEX FOCUS | VV6CNT7QV | ZIAU | 5.27% | $101,018,729 |
| RIDGE FOCUS | TIMBER SIGNAL | IZTNAPSHJ | TOSV | 1.97% | $114,288,606 |