Wealth manager, independent · Cincinnati, OH
Brilliant Advice, LLC
Aspiring Ventures, LLC · SEC-registered investment adviser · CRD 282891 · SEC 801-131585
At a glance
Brilliant Advice, LLC is an SEC-registered investment adviser based in Cincinnati, Ohio, with $570 million in regulatory assets under management as of its Form ADV filed June 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 142 individual clients. By Form ADV it is a wealth manager, ranked 2,589th of 8,915 wealth managers and 7,296th of 17,210 SEC-registered advisers by assets.
Main office 513-703-2100brilliantadvice.netLinkedInAs filed on Form ADV
- Regulatory AUM
- $570M
- Rank among wealth managers
- #2,589 of 8,915
- Rank among all SEC RIAs
- #7,296 of 17,210
- Rank in Ohio
- #154 of 403
- Individual clients
- 142
- High-net-worth clients
- 113
- Accounts
- 569
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Cern W. BasherChief Investment Officer
- Danya M. KarramPresident
- Michelle A. McCarthyChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 113 | $546M | 96% |
| Charitable organizations | 2 | $14M | 2% |
| Individuals | 29 | $10M | 2% |
Disciplinary disclosures
Brilliant Advice, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗brilliantadvice.net ↗
AtlasMembers
The full record on Brilliant Advice, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 5,085 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 5Locked
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Background
Questions
How much does Brilliant Advice, LLC manage?
Brilliant Advice, LLC reports $570 million in regulatory assets under management across 569 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 25, 2026.
What kind of firm is Brilliant Advice, LLC?
Brilliant Advice, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Brilliant Advice, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($546 million, 113 clients); charitable organizations ($14 million, 2 clients); individuals ($10 million, 29 clients).
Does Brilliant Advice, LLC have any disciplinary history?
Brilliant Advice, LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Brilliant Advice, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →