Brilliant Advice, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated April 30, 2026, reports $384M in regulatory assets under management, 2 employees, 1 office, and 486 accounts.
Assets Under Management
$384M
Employees
2
Offices
1 office
Total Clients
118
Primary office
CINCINNATI, OH
8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.3% of total clients.
Top client categories% of clientsClients
1
HNWI
76.3%
90
2
Individuals
22.0%
26
3
Charitable
1.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$384Mas of April 30, 2026
Discretionary99.1%
$381M
99% of total RAUM99.1%
Non-discretionary0.9%
$3M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$384M
Total Accounts486
10Y AUM Change+$281M (+273.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.