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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 Oct 1, 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
- Website
- HTTPS://BRILLIANTADVICE.NET
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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Disclosures | No | Yes | |
| Jun 1, 2026 | Clients | 118 | 144 | increased by26 |
| Jun 1, 2026 | AUM | $384,146,447 | $569,522,860 | increased by$185,376,413 |
| Jun 1, 2026 | Accounts | 486 | 569 | increased by83 |
| Feb 1, 2026 | Clients | 74 | 118 | increased by44 |
| Feb 1, 2026 | AUM | $204,413,647 | $384,146,447 | increased by$179,732,800 |
| Feb 1, 2026 | Accounts | 354 | 486 | increased by132 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 59 | 74 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $102,918,417 | $204,413,647 | increased by$101,495,230 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 325 | 354 | increased by29 |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRILLIANT ADVICE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRILLIANT ADVICE” may also match similarly-named firms). Confirm identity against each filing.
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.