DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bria Capital Group, LLC
Latest filing Mar 30, 2026
First filing on the tape Nov 6, 2025 · 2 filings
SEC status approved since Dec 9, 2025
RAUM
$155M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$153M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$38.8M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$155M as of Mar 30, 2026
Nov 6, 2025$113M then
HNW client RAUM$111M as of Mar 30, 2026
Nov 6, 2025$81.8M then
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Nov 6, 20251 then
Employees (5.A)5 as of Mar 30, 2026
Nov 6, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $38.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 78derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.3MderivedHNW RAUM over HNW clients
- Average account
- $497,209derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$111M71%
- Individuals$42.4M27%
- Charitable organizations$1.8M1.2%
- Individual clients
- 225reported
- HNW clients
- 86reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 312reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jonathan Michael BriggsCertified Financial Planner | Wesley Chapel, Fl | Oct 24, 2020 | 16 y | 0 |
| Christopher Cook | Wesley Chapel, Fl | Nov 19, 2025 | 10 y | 2 |
| Michael J Garcia | Wesley Chapel, Fl | Nov 19, 2025 | 13 y | 5 |
| Giovannie M Topazio | Wesley Chapel, Fl | Aug 10, 2026 | 10 y | 1 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Giovannie M Topazio from Oneamerica Securities, Inc.Aug 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christopher Cook from Bright Futures Wealth Management, LLCNov 19, 2025 · RIA to RIA
- Michael J Garcia from Oneamerica Securities, Inc.Nov 19, 2025 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael Jonathan Briggs · Managing Member, President & Chief Compliance Officercontrolsince 12/2021 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wesley Chapel, Fl · principal | 4 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 30, 2026custody of client assets (Item 9.A): yes on the filing of 2025-11-06, no on the filing of 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 426 to 312Nov 6, 2025 to Mar 30, 2026
- HNW clients · 60 to 86Nov 6, 2025 to Mar 30, 2026
- Individual clients · 112 to 225Nov 6, 2025 to Mar 30, 2026
- Assets in custody · 42961887.0 to unsetNov 6, 2025 to Mar 30, 2026
- Custody of client assets · true to falseNov 6, 2025 to Mar 30, 2026
- Discretionary RAUM · $113M to $155MNov 6, 2025 to Mar 30, 2026
- HNW RAUM · $81.8M to $111MNov 6, 2025 to Mar 30, 2026
- Individual RAUM · $29.7M to $42.4MNov 6, 2025 to Mar 30, 2026
- Pension RAUM · 1857618.0 to unsetNov 6, 2025 to Mar 30, 2026
- RAUM · $113M to $155MNov 6, 2025 to Mar 30, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 727-771-1200reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 813-448-1122reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 813-448-1212reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- briacg.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 813-448-1122reportedpublic record, Form ADV, Mar 30, 2026
- Contact form
- briacg.com/contact-us.htmreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- briacg.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $38.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026