# Bria Capital Group, LLC

> Bria Capital Group, LLC is an SEC-registered investment advisory firm in Wesley Chapel, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 175258
- Filed as: BRIA CAPITAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wesley Chapel, FL
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175258
- AdvisorCensus page: https://advisorcensus.com/firm/bria-capital-group-llc-wesley-chapel-fl-175258

## Quick answers

**How is Bria Capital Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bria Capital Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Bria Capital Group, LLC located?**
Bria Capital Group, LLC's principal office is in Wesley Chapel, FL, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Bria Capital Group, LLC registered with the SEC or a state?**
Bria Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 175258.

**How much does Bria Capital Group, LLC manage?**
Bria Capital Group, LLC reports $155,129,219 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Bria Capital Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (225); high net worth individuals (86).

**Which custodians does Bria Capital Group, LLC use?**
Bria Capital Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bria Capital Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175258

**What changed in Bria Capital Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $113,356,778 to $155,129,219 (+37%). Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $155,129,219
- Discretionary: $155,129,219
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 225 | $42,443,539 |
| High net worth individuals | 86 | $110,878,803 |
| Charitable organizations | Fewer than 5 | $1,806,877 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, GA, NC, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bradenton, FL
- Palm Harbor, FL
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- briacg.com
- linkedin/briacapitalgroupllc.com
- palmaceiawealthmanagement.com
- Facebook @palmaceiawm
- Instagram @palmaceiawealth
- YouTube @UCPuxVYibxThkUhhjdOGC1Ug

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $113,356,778 to $155,129,219 (+37%).
- Registered or notice-filed in CO.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bria Capital Group, LLC (CRD 175258): Form ADV filing data as of October 2026.