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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRILLIANT ADVICE, LLC

ASPIRING VENTURES, LLC, CRD 282891

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14526e92-abf9-e05d-8694-a340aa9b3623

Data as of Jun 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 29, 2022 to Jun 25, 2026
12 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Brilliant Advice, Llc reported RAUM $569.5M, up 48% from $384.1M (2026-04-30 to 2026-05-28)

Dated 2026-05-28 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceMay 28, 2026 · seen 5 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $570MItem 5.F on the latest filing (2026-06-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $568M
Private client RAUM: $556MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $285Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 569
Individual clients: 29
High net worth clients: 113
Custody, client assets: $46.2M
SEC number: 801-131585
CIK: 1738640
CRD: 282891
Filings on the tape: 12
First filed: Jun 29, 2022
Latest filed: Jun 25, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CERN WILLIAM BASHER	Chartered Financial Analyst	CINCINNATI, OH \| Sarasota, FL	10	26	1	no
DANYA MALAK KARRAM	Certified Financial Planner	CINCINNATI, OH	10	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BASHER, CERN, WILLIAM	CHIEF INVESTMENT OFFICER	D	yes	02/2016	Jun 29, 2022	Nov 7, 2024
KARRAM, DANYA, MALAK	President	D	yes	03/2016	Jun 29, 2022	Nov 7, 2024
MCCARTHY, MICHELLE, ANNE	CHIEF COMPLIANCE OFFICER	Na	no	11/2024	Nov 7, 2024	Nov 7, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$384M	$381M	2	2	1	n/a	n/a
2024	Jan 24, 2025	$204M	$204M	2	2	1	n/a	n/a
2022	Mar 29, 2023	$83.3M	$82.6M	2	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$570M	$204M	178.6%	$83.3M	89.8%	2	2	1	1

Relationships

Registered with (2)

← DANYA MALAK KARRAMAdvisorregistration: current employment
Apr 1, 2016 to presentfactForm ADV
← CERN WILLIAM BASHERAdvisorregistration: current employment
Mar 11, 2016 to presentfactForm ADV

Controls (2)

← BASHER, CERN, WILLIAMOwnerCHIEF INVESTMENT OFFICER, ownership code D, individual
Jun 29, 2022 to Nov 7, 2024factForm ADV
← KARRAM, DANYA, MALAKOwnerPRESIDENT, ownership code D, individual
Jun 29, 2022 to Nov 7, 2024factForm ADV

Owns (1)

← MCCARTHY, MICHELLE, ANNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 7, 2024 to Nov 7, 2024factForm ADV

Dated events

Occurred
May 28, 2026
Regulatory AUM changed
Brilliant Advice, Llc reported RAUM $569.5M, up 48% from $384.1M (2026-04-30 to 2026-05-28)
Form ADVobserved 5 days ago
$185M
Occurred
Jan 22, 2026
Regulatory AUM changed
Brilliant Advice, Llc reported RAUM $384.1M, up 88% from $204.4M (2025-07-16 to 2026-01-22)
Form ADVobserved 5 days ago
$180M
Occurred
Jun 29, 2022
First Form ADV filing
Brilliant Advice, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14526e92-abf9-e05d-8694-a340aa9b3623
First observed: Jun 29, 2022
Last observed: Jun 25, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRILLIANT ADVICE, LLC

ASPIRING VENTURES, LLC, CRD 282891

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14526e92-abf9-e05d-8694-a340aa9b3623

Data as of Jun 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CERN WILLIAM BASHER

Chartered Financial Analyst

CINCINNATI, OH | Sarasota, FL

DANYA MALAK KARRAM

Certified Financial Planner

CINCINNATI, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASHER, CERN, WILLIAM

CHIEF INVESTMENT OFFICER

yes

02/2016

Jun 29, 2022

Nov 7, 2024

KARRAM, DANYA, MALAK

President

yes

03/2016

Jun 29, 2022

Nov 7, 2024

MCCARTHY, MICHELLE, ANNE

CHIEF COMPLIANCE OFFICER

11/2024

Nov 7, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$384M

$381M

n/a

2024

Jan 24, 2025

$204M

n/a

2022

Mar 29, 2023

$83.3M

$82.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$570M

$204M

178.6%

$83.3M

89.8%