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BRILLIANT ADVICE, LLC

CINCINNATI, OH · CRD 282891 · IAPD ↗ · 513-703-2100

$569.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — BRILLIANT ADVICE, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
June 2026 — BRILLIANT ADVICE, LLC crossed $500M in regulatory AUM ($384.1M -> $569.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2026 — BRILLIANT ADVICE, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2026 — BRILLIANT ADVICE, LLC notice-filed in CA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
February 2026 — BRILLIANT ADVICE, LLC reported RAUM up 88% ($204.4M -> $384.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2025 — BRILLIANT ADVICE, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2025 — BRILLIANT ADVICE, LLC reported RAUM up 53% ($133.7M -> $204.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
January 2025 — BRILLIANT ADVICE, LLC (CINCINNATI, OH) is newly SEC-registered with $133.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.