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BRILLIANT ADVICE, LLC
Legal name: ASPIRING VENTURES, LLC
CRD 282891File 801-131585
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$569.5M
Above cohort median (national)
Discretionary AUM
$568.2M
Non-discretionary $1.3M
Clients
144
569 accounts
Employees
2
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 6, 2024
- Principal office
- 8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH, 45236
- Phone
- 513-703-2100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $569.5M
- Discretionary AUM
- $568.2M
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 553
- Non-discretionary accounts
- 16
- Total accounts
- 569
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.9M |
| High net worth individuals | 113 | $545.8M |
| Individuals (other than high net worth individuals) | 29 | $9.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.