Brilliant Advice, LLC
Brilliant Advice, LLC is an SEC-registered wealth manager in Cincinnati, OH with $569.5M assets under management (AUM, regulatory AUM), +179% over one year. See who owns Brilliant Advice, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282891, SEC 801-131585, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $569.5M (2026-06-25)
- Firm type
- Wealth Manager
- Location
- Cincinnati, OH
- Employees
- 2
- Clients
- 144
- CRD
- 282891
- Ownership
- BASHER, CERN, WILLIAM; KARRAM, DANYA, MALAK; MCCARTHY, MICHELLE, ANNE
How much AUM does Brilliant Advice, LLC have?
Brilliant Advice, LLC reported $569.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Brilliant Advice, LLC?
Disclosed owners and executives of Brilliant Advice, LLC include BASHER, CERN, WILLIAM, KARRAM, DANYA, MALAK, MCCARTHY, MICHELLE, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.