Brio Consultants, LLC
● SEC registered since 2017CRD 289889SEC# 801-111830San Francisco, CA
Reg. AUM
$1.06B
Employees
21
Accounts
804
Location
San Francisco, CA
Brio Consultants, LLC assets under management
Brio Consultants, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2017. It reports $1.1 billion in regulatory assets under management and employs 21 people.
Brio Consultants, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Jay Miller Control | Managing Member | Under 5% | 2017 |
| Brio Financial Holdings, LLC Control | Shareholder | Over 75% | 2025 |
| Jay Steven Zalewski Control | Chief Compliance Officer | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Brio Consultants, LLC manage?
Brio Consultants, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Brio Consultants, LLC have?
Brio Consultants, LLC reports 21 employees.
Where is Brio Consultants, LLC located?
Brio Consultants, LLC is based in San Francisco, CA and has been SEC-registered since 2017.
Does Brio Consultants, LLC disclose fund performance?
Brio Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19 Sutter Street, San Francisco, CA 94104 |
| Phone | 415-623-2450 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1747799 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1.06B