# Brio Capital Management LLC

> Brio Capital Management LLC is an exempt reporting adviser in Rockville Centre, NY, filing reports since 2014. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 171707
- Filed as: BRIO CAPITAL MANAGEMENT LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Rockville Centre, NY
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171707
- AdvisorCensus page: https://advisorcensus.com/firm/brio-capital-management-llc-rockville-centre-ny-171707

## Quick answers

**Where is Brio Capital Management LLC located?**
Brio Capital Management LLC's principal office is in Rockville Centre, NY, according to its Form ADV.

**How does Brio Capital Management LLC report to regulators?**
Brio Capital Management LLC is an exempt reporting adviser, filing reports since 2014. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 171707.

**Does Brio Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171707

## From the Form ADV filing

### Firm details
- Reporting since: 2014 (12 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [briocapital.com](https://briocapital.com)
- LinkedIn @BRIO-CAPITAL-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 18, 2021 |
| October 2022 | Not reported | Not reported | March 25, 2022 |
| October 2023 | Not reported | Not reported | March 15, 2023 |
| October 2024 | Not reported | Not reported | March 18, 2024 |
| October 2025 | Not reported | Not reported | March 13, 2025 |
| October 2026 | Not reported | Not reported | March 19, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brio Capital Management LLC (CRD 171707): Form ADV filing data as of October 2026.