Brilliant Advice, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$555,612,045
Clients
142
Advisors
2
across 2 offices
About
Brilliant Advice provides wealth counseling, financial planning, and discretionary portfolio management to individuals, families, trusts and estates, family businesses, charitable organizations, and employer-sponsored retirement plans. The firm delivers ongoing investment advisory services, tax-aware portfolio management, and coordinates with clients’ other professionals while custody is maintained at independent custodians.
The firm describes a technology-driven, high-efficiency service model that emphasizes a strategic asset-allocation approach, global diversification, disciplined rebalancing, and minimizing costs and emotional reactions to markets. Portfolios generally use mutual funds and ETFs and may include individual equities, fixed income, options, margin and private investment funds when appropriate; the firm also uses sub-advisors and third‑party platforms for certain held-away retirement assets.
Compared with many peers, Brilliant Advice manages a substantial asset base with a relatively small advisory team and a modest client roster, and it uses a third‑party order-management platform (Pontera) to facilitate discretionary management of held‑away retirement participant accounts. It also offers a separate low-fee schedule for charitable entities, makes use of a service that assists clients with class‑action claims filings, and disclosed an April–May 2026 administrative consent order with the Kentucky Department of Financial Institutions related to a registration oversight (resolved with an administrative fine and without client harm).
Client services
Expertise
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
Fee-only: Fixed fees may be offered in rare occasions at the firm's discretion.
Main office
See office8044 Montgomery Road, Suite 700
Cincinnati OH 45236
Advisors at this office
1
Offices (2)
Most active in
California · Florida · New Hampshire · Ohio · Pennsylvania · Texas
Also doing business as
Aspiring Ventures, LLC · Brilliant Advice, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Danya K
CFP®, Series 65
Cincinnati, OH
Brilliant Advice, LLC
Danya Karram is a CFP® and holds a Series 65 license, with 12 years of industry experience. She is currently with Brilliant Advice, LLC in Cincinnati, Ohio, and has worked with Aspiring Ventures, LLC since 2016. Outside of her advisory role, she serves on the boards of the YMCA of Greater Cincinnati, the University of Cincinnati's Economic Center, and the College of Education and Criminal Justice, and is president of a consulting firm, MADA Associates. Brilliant Advice provides wealth counseling, financial planning, and discretionary portfolio management to individuals, families, trusts and estates, family businesses, charitable organizations, and employer-sponsored retirement plans. The firm utilizes a technology-driven, strategic asset-allocation approach with global diversification and cost minimization, managing portfolios that commonly include mutual funds, ETFs, and other investment vehicles.
Cern B
CFA®, Series 65
Sarasota, FL
Brilliant Advice, LLC
Cern Basher is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He currently works at Brilliant Advice, LLC and previously spent 16 years at Madison Wealth Management. Basher serves as a consultant for Noxsano Inc., a role unrelated to investment activities. Brilliant Advice provides wealth counseling, financial planning, and discretionary portfolio management to a diverse client base including individuals, families, trusts, estates, family businesses, charitable organizations, and employer-sponsored retirement plans. The firm employs a technology-driven, strategic asset-allocation approach with an emphasis on global diversification, disciplined rebalancing, and cost minimization.
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