Briza Capital Advisors, LLC (Midland)

Briza Capital Advisors, LLC is a large advisory firm based in Midland. It manages $109 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Michigan.

Briza Capital Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Briza Capital Advisors: assets under management

The assets under management (AUM) of Briza Capital Advisors, LLC is $109 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in government bonds the most. They account for 85% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio. Investments in state and local bonds form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Briza Capital Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Tamara Ann Mcgovern serves?

The only and largest group of clients of Tamara Ann Mcgovern is banking or thrift institutions with 1 clients and $109 million of assets under management. Among the 9 most similar advisory firms, Briza Capital Advisors has the highest percentage of banking or thrift institutions out of all clients.

The amount of regulatory assets under management is $109 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Briza Capital Advisors doesn't advise any private funds.

Careers at Briza Capital Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Tamara Ann Mcgovern has been acting as President since 1 Feb 2018. Carolyn S. Owen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tamara Ann Mcgovern	President/ceo	1 Feb 2018	75% - 100%	2566638
Carolyn S. Owen	Chief compliance officer	1 Feb 2018	Other	6925440

Based in Midland

The principal office where Briza Capital Advisors, LLC performs its advisory services is located at 2715 Ashman St., Midland, MI 48640, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 989-374-5555. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.