BRILLIANT ADVICE, LLC

RIASEC RegisteredEst. 2024

Total AUM

$570M

Discretionary

$568M

100% of AUM

Avg account

$1M

Accounts

569

Employees

2

Advisory reps

3

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

FINTRX

Overview

Brilliant Advice, LLC is an independent registered investment advisor that operates as a capital allocator for both high-net-worth individuals and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and it also performs selection of other advisers. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 36

Active vs passive

$33.9M in ETFs

Passive

96%

$32.6M

Active

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%

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Primary office

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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