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BRIA CAPITAL GROUP, LLC

WESLEY CHAPEL, FL · CRD 175258 · IAPD ↗ · briacg.com · 813-448-1122

$155.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — BRIA CAPITAL GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2026 — BRIA CAPITAL GROUP, LLC reported RAUM up 37% ($113.4M -> $155.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
January 2026 — BRIA CAPITAL GROUP, LLC (WESLEY CHAPEL, FL) is newly SEC-registered with $113.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.