# BRIO CONSULTANTS, LLC

BRIO CONSULTANTS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289889
- Type: SEC-registered investment adviser
- SEC file number: 801-111830
- Location: 19 SUTTER STREET, SAN FRANCISCO, CA, 94104
- Phone: 415-623-2450
- Latest filing: 2026-06-23
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 21
- Accounts: 804

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Brandon Jay Miller | MANAGING MEMBER; MEMBER | — |
| Jay Steven Zalewski | CHIEF COMPLIANCE OFFICER | — |
| Matthew Richard Beck | CHIEF PARTNERSHIP OFFICER | — |
| Michael Sinclair Telford | DIRECTOR OF OPERATIONS | — |
| MILLER CALVIN JAY | MANAGING MEMBER | — |
| Zalewski Jay Steven | CHIEF COMPLIANCE OFFICER | — |
| JORDAN JOANNE FLORENCE | MINORITY OWNER | — |
| BECK MATTHEW RICHARD | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289889/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289889/similar
- Related entities: https://search.stillhousedata.com/firm/289889/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289889

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.