Bria Capital Group, LLC: new SEC registration, $155M AUM, Wesley Chapel, FL
Bria Capital Group, LLC (Wesley Chapel, Florida): new SEC registration, $155M AUM, Wesley Chapel, FL. Its amount of 155 is above the median of 134 (58th percentile). Dated 330 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 155 · 58th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Bria Capital Group, LLC |
| Legal name | Bria Capital Group, LLC |
| CRD | 175258 |
| Status | Approved |
| Registered with the SEC | 2025-12-09 |
| Latest Form ADV filing | 2026-10-01 |
| Location | Wesley Chapel, FL, United States |
| Regulatory AUM | $155,129,219 |
| Accounts | 312 |
| Employees | 5 |
| Website | https://www.briacg.com |
| amount percentile | 58th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-09
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Bria Capital Group, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Bria Capital Group, LLC's amount: 58th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $155M under management.
- Website on file.
What is the NewRiaPulse record for Bria Capital Group, LLC in Wesley Chapel, Florida?
Bria Capital Group, LLC received SEC registration as an investment adviser (2025-12-09) with $155,129,219 in regulatory assets under management, based in Wesley Chapel, FL.
How does Bria Capital Group, LLC compare to other Florida NewRiaPulse records?
Its amount of 155 sits in the upper half (58th percentile) of 1,149 records; the median is 134. It is 330 days old; check the official source for later updates before acting.
Bria Capital Group, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Bria Capital Group, LLC | Wesley Chapel, FL | 155 | 58th | 2025-12-09 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.