Brio Consultants, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 804
- Avg AUM / client
- $1.3M
- Accounts
- 804
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 464 | $212M | 20.0% |
| High net worth individuals | 336 | $845M | 79.9% |
| Corporations and other businesses | 4 | $1.1M | 0.1% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Jay Miller | Managing Member | CFP Chartered Financial Consultant | Oct 2017 (9y) | 75% or more |
| Zalewski, Jay, Steven | Chief Compliance Officer | Oct 2017 (9y) | 5% – 10% | |
| Jordan, Joanne, Florence | Minority Owner | Jan 2020 (7y) | Less than 5% | |
| Matthew Richard Beck | Chief Operating Officer | Feb 2021 (6y) | Less than 5% | |
| Gene Boyd Elliott | Registered representative | Oct 2017 (9y) | ||
| Michael Sinclair Telford | Registered representative | Sep 2020 (6y) | ||
| Jamie Lee Alpaugh | Registered representative | CFP | Oct 2020 (6y) | |
| Jonathan Scott Clements | Registered representative | Nov 2021 (5y) | ||
| Gerald Antonio | Registered representative | Aug 2023 (3y) | ||
| Rachel Sung Hee Shin | Registered representative | CFP | Sep 2023 (3y) | |
| Mariana Llamas | Registered representative | CFP | Feb 2024 (2y) | |
| Yerim Hahm | Registered representative | CFP | Mar 2025 (1y) | |
| Jonathan Smith Rushton | Registered representative | Mar 2025 (1y) | ||
| Vivian Marie Segura | Registered representative | Jun 2025 (1y) | ||
| Marc Dickow | Registered representative | Jul 2025 (1y) | ||
| Mark Norman Shumway | Registered representative | Jul 2025 (1y) | ||
| Margaret Mary Callahan | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (96% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗