BRIO FINANCIAL GROUP

Legal name: BRIO CONSULTANTS, LLC

CRD 289889File 801-111830

APPROVED

Retail clients

Custody

Filing as of Jun 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.06B

Above cohort median (national)

Discretionary AUM

$1.06B

Clients

804

804 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Oct 13, 2017
Principal office: 19 SUTTER STREET, SAN FRANCISCO, CA, 94104
Phone: 415-623-2450
Website: HTTPS://WWW.BRIOFG.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.06B
Discretionary AUM: $1.06B
Non-discretionary AUM: $0
Discretionary accounts: 804
Non-discretionary accounts: 0
Total accounts: 804
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.1M
High net worth individuals	336	$845.2M
Individuals (other than high net worth individuals)	464	$211.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.