WESLEY CHAPEL, FLCRD 175258Latest ADV March 30, 2026
Bria Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wesley Chapel, FL. Its latest Form ADV filing, dated March 30, 2026, reports $155M in regulatory assets under management, 5 employees, 3 offices, and 312 accounts.
Assets Under Management
$155M
Employees
5
Offices
3 offices
Total Clients
311
Primary office
WESLEY CHAPEL, FL
2044 ASHLEY OAKS CIRCLE, #102, WESLEY CHAPEL, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.3% of total clients.
Top client categories% of clientsClients
1
Individuals
72.3%
225
2
HNWI
27.7%
86
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$155Mas of March 30, 2026
Discretionary100.0%
$155M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$155M
Total Accounts312
10Y AUM Change+$42M (+36.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.