Michael Sinclair Telford
Financial advisor at Brio Consultants, LLC · San Francisco, CA
Last updated 2026-10-10
Claim your profileMichael Sinclair Telford is a financial advisor at Brio Consultants, LLC in San Francisco, CA, CRD 6267736. Licenses and exams on the registration: Series 63, Series 65. First registered 2017-10-13.
Registration
- CRD number
- 6267736
- Registration status
- Active
- First registered
- 2017-10-13
- Years of experience
- 11
- States registered
- CA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-06 to 2017-02 · The Vanguard Group, Inc. · Charlotte, NC
- 2017-03 to 2017-10 · Ameriprise Financial Services, Inc. · San Francisco, CA
- 2017-10 to 2019-04 · Brio Financial Group · San Francisco, CA
- 2019-05 to 2020-08 · Ernst & Young · Charlotte, NC
- 2020-08 to 2022-10 · Brio Financial Group · San Francisco, CA
- 2022-10 to Present · Brio Financial Group · San Francisco, CA
Current employment
- Brio Financial Group · San Francisco, CA
Brio Consultants, LLC
- Regulatory AUM
- $1,057,978,008
- Registered advisors
- 16
- Offices
- 6
- Clients per advisor
- 50.3 (Low)
- Average AUM per client
- $1.3M (Low)
- High-net-worth client ratio
- 41.8% (Moderate)
Brio Consultants, LLC: advisors, services and reported ETF investments
Reported ETF positions
Brio Consultants reports 99 ETF positions worth $784.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $87.2M |
| BND — Vanguard Total Bond Market ETF | $70.1M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $63.6M |
| GTO — Invesco Total Return Bond ETF | $58.6M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $50.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Brio Consultants's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $755.4K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $87.2M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $252.7K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $652.5K | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Brio Consultants, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
19 Sutter Street, San Francisco, CA 94104
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 415-623-2450
- Website: briofg.com
Official record
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