Brio Consultants, LLC
Brio Consultants, LLC is an SEC-registered investment adviser headquartered in San Francisco, California. The firm specializes in providing wealth management and investment advisory services, primarily serving individuals, families, and possibly institutions. As a boutique advisory practice, it is part of Brio Financial Group and operates with a focus on personalized client service and holistic financial planning. The firm is registered with the SEC and incorporated in California.
Investment Strategy
Brio Consultants, LLC utilizes a client-focused investment strategy centered on long-term wealth management and planning. The firm typically advises on diversified portfolios, taking into account clients’ risk tolerance, investment goals, and financial situations. They focus on comprehensive financial planning, including retirement, estate, tax, and investment management, and prioritize robust financial advice tailored to each client’s needs. As an SEC-registered adviser, Brio emphasizes fiduciary responsibility and transparency.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.60% | $72.6M | 127,754 | $419.26 | $568.03 | +$7.0M |
S SCHG | SCHWAB STRATEGIC TR | 9.61% | $65.8M | 2,252,676 | $15.29 | $29.21 | +$8.9M |
B BND | VANGUARD BD INDEX FDS | 8.66% | $59.3M | 804,818 | $74.88 | $73.63 | +$1.8M |
G GTO | INVESCO ACTIVELY MANAGED EXC | 6.94% | $47.5M | 1,013,133 | $47.21 | $46.89 | +$1.8M |
G GSIE | GOLDMAN SACHS ETF TR | 5.56% | $38.1M | 959,806 | $29.98 | $39.66 | +$5.0M |