Brilliant Advice, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 282891
- Registered since
- December 6, 2024
- Website
- www.brilliantadvice.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.83%
- Charitable Organizations2.44%
- Individuals1.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Brilliant Advice, LLC is an independent registered investment adviser that began SEC registration in 2024 and is organized as a limited liability company owned by an individual. The firm serves both individuals and families as well as institutional clients, acting as a capital allocator in addition to providing advisory services. Its fee model combines a percentage of assets under management with fixed fees, and its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds4%
- Derivatives2%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
2 of 2
Michelle Mccarthy
Chief Compliance OfficerCRD 7682269
Cern Basher
President and Chief Investment OfficerCRD 4401337
Contacts
1 of 1
Danya Karram
Principal and Co-FounderCRD 6298891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$33.9M in ETFs
96%
$32.6M
2%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $5.2M | 205,494 | 15.21% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 8044 Montgomery Rd
- Time zone
- ET (UTC-5)
- Office locations
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