Asset ManagerRIA · CRD 327147SEC-Registered

Updated:

Brilliant Financial Advisors

Brilliant Financial Advisors is an SEC-registered investment advisory firm providing wealth management and financial planning to individuals and...

Brilliant Financial Advisors

BRILLIANT FINANCIAL ADVISORS LLC is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It is registered with the SEC.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is Brilliant Financial Advisors a single-family office or a multi-family office?

Neither. Brilliant Financial Advisors is structured as an independent registered investment adviser (RIA), not a family office. It provides portfolio management and financial planning to multiple unrelated clients, operating under fiduciary duty and a fee-based model rather than managing the consolidated wealth of a single family or a closed group of families.

Does the firm manage commingled investment funds?

There is no public record indicating Brilliant Financial Advisors sponsors its own mutual fund, ETF, or private commingled fund. The firm's service model appears to center on advisory relationships using third-party managed vehicles, individual securities, and asset allocation frameworks rather than proprietary fund products.

What is the firm's regulatory status?

The firm is registered with the U.S. Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940. This subjects it to fiduciary obligations, SEC oversight, and disclosure requirements including the filing of Form ADV, which details services, fees, conflicts, and assets under management.

How does the firm approach alternative investments?

Alternative investments do not appear to be a primary emphasis. The firm's documented service set focuses on traditional portfolio construction using equities, fixed income, and cash equivalents, with alternatives incorporated selectively based on individual client suitability. There is no evidence of a dedicated private equity, venture capital, or direct real estate program.

Who owns Brilliant Financial Advisors?

Ownership details are not publicly prominent outside of SEC filings, where control persons and direct owners are disclosed. The firm's limited public footprint suggests it is closely held by its founding or senior principals rather than backed by private equity or public shareholders, consistent with the independent RIA model.

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