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Brilliant Advice, LLC

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Client assets under management

$371,581,975

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Clients

116

78% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

58

Typical

Average account size

$3,203,293

About

Brilliant Advice provides wealth counseling and discretionary investment management to individuals, families, related entities, trusts and estates, family businesses, charitable organizations, and retirement plans. As of December 31, 2025 the firm reported $384,146,447 in regulatory assets under management across approximately 116 clients and is supported by two advisors.

The firm’s investment approach emphasizes long-term, globally diversified strategic asset allocation, disciplined rebalancing, and the use of mutual funds, ETFs and select individual securities, with tax-aware practices such as tax-loss harvesting and asset location. Services are delivered through a technology-driven model that includes an online client portal and the use of third-party platforms and sub-advisors when specialized implementation or held-away account management (e.g., via Pontera) is appropriate.

Noteworthy aspects include a relatively small advisory team managing a large asset base, an explicit policy of not accepting commissions or 12b‑1 payments, and a distinct charitable-client approach that applies a separate fee schedule to support nonprofit accounts. The firm also uses third-party vendors for class-action claim processing and maintains a Code of Ethics and personal trading policies designed to align adviser holdings with client recommendations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Tax-loss harvesting Concentrated stock management Active portfolio management Passive / index investing Options & derivatives strategies

Fee options

Fixed

In rare occasions, a fixed fee may be offered; no specific amounts stated.

Percentage

$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%

Other

Fee-only: Annual wealth counseling and investment advisory services fee based on assets under advisement as tiered above; no commissions accepted.

Main office location

Brilliant Advice, LLC

8044 Montgomery Road, Suite 700

Cincinnati OH 45236, United States

Number of offices

2

Most active in

More info

California · Florida · New Hampshire · Ohio · Pennsylvania · Texas

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 513-703-2100

Advisors at this firm

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Danya K

CFP®, Series 65

Cincinnati, OH

Brilliant Advice, LLC

Danya Karram is a CFP® and holds a Series 65 license with 11 years of industry experience. She is currently with Brilliant Advice, LLC and has been involved with Aspiring Ventures, LLC since 2016. Outside of her advisory role, Karram serves on the boards of the YMCA of Greater Cincinnati, the University of Cincinnati's Economic Center, and the University of Cincinnati College of Education and Criminal Justice, and she is president of MADA Associates, a consulting business. Brilliant Advice provides wealth counseling and discretionary investment management to individuals, families, trusts, estates, family businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, globally diversified strategic asset allocation, disciplined rebalancing, and tax-aware investment practices delivered through a technology-driven model.

Tax-loss harvesting Concentrated stock management Active portfolio management Passive / index investing Options & derivatives strategies
user avatar

Cern B

CFA®, Series 65

Sarasota, FL

Brilliant Advice, LLC

Cern Basher is a CFA® charterholder and holds a Series 65 license, with 25 years of industry experience. He is a principal at Brilliant Advice, LLC and has served as a consultant for Noxsano Inc., a non-investment related role. Basher has been involved with Aspiring Ventures, LLC since 2016. Brilliant Advice provides wealth counseling and discretionary investment management to individuals, families, trusts, charitable organizations, and retirement plans. The firm emphasizes long-term, globally diversified asset allocation, disciplined rebalancing, and tax-aware strategies, delivering services through a technology-driven model supported by a small advisory team managing a sizable asset base.

Tax-loss harvesting Concentrated stock management Active portfolio management Passive / index investing Options & derivatives strategies
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