BRILLIANT ADVICE, LLC
ASPIRING VENTURES, LLC Legal Name
Adviser information for BRILLIANT ADVICE, LLC last updated from Form ADV on June 26th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 311 | $82.6M |
| Non-Discretionary | 11 | $646,517 |
| Total | 322 | $83.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28 | $9.0M |
| HNW Individuals | 31 | $65.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 2 | $8.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 57 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-126241 |
|---|---|
| SEC ERA File Number | 801-126241 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282891 |
| Legal Entity Identifier | None |
Principal Office
8044 MONTGOMERY ROADSUITE 260
CINCINNATI
OH
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: 513-703-2100, Fax: None
Chief Compliance Officer
CERN WILLIAM BASHER
8044 MONTGOMERY ROAD
SUITE 260
CINCINNATI
OH
United States
Tel:
513-476-1970
C***@******************T
(Full email address available in API data)
Regulatory Contact
ANDREW ARMSTRONG
COMPLIANCE ANALYST
255 EAST FIFTH ST
SUITE 1900
CINCINNATI
OH
United States
Tel:
513-832-5385
Fax:
513-977-8141
A***************@*****************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BASHER, CERN, WILLIAM | Individual | – | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | 02/2016 | 50-75% |
| KARRAM, DANYA, MALAK | Individual | – | PRESIDENT | 03/2016 | 50-75% |