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BRILLIANT ADVICE, LLC
ASPIRING VENTURES, LLC
CRD 282891 · SEC 801-131585
8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH, 45236, United States
Phone
513-703-2100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$569.5M
Discretionary AUM
$568.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $9.8M |
| High net worth individuals | 113 | $545.8M |
| Charitable organizations | 2 | $13.9M |
States served
CA, OH, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD