Brilliant Advice, LLC

Overview

Brilliant Advice, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and functions as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Fee arrangements combine percentage-of-AUM and fixed-fee structures. The firm is not positioned as an ESG-focused manager, does not identify as a multi-state adviser on its snapshot, and does not describe itself as a pension consultant or related adviser. It explicitly acts as a selector of external managers alongside in-house portfolio management and planning services.

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Public Holdings

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Location & Offices