Illuminate

Overview

Illuminate is a small, owner-operated limited liability company that provides fee-based portfolio management to individuals and small businesses. The firm charges fixed fees and focuses its advisory work on direct portfolio management rather than institutional consulting or pension work. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments as the primary way to gain market exposure. The adviser is not positioned as an active ESG investor, is not registered to operate multi-state, and does not describe itself as a capital allocator or part of a related-adviser network. Despite registration activity in 2025, the business model and client mix point to a boutique, client-centric advisory practice that leans on liquid, easily traded public securities and third‑party funds for non-core exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices