This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 03-11-2016
- Office Locations
- 2
Office Locations
About Brilliant Advice, LLC
Brilliant Advice, LLC provides wealth management combining financial planning with discretionary portfolio management to simplify clients’ financial lives. The firm works with families and business owners navigating retirement and complex, multi-account situations, and offers second-opinion portfolio reviews and fee comparisons. Portfolios are ETF-heavy, and client assets are custodied with Charles Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CERN WILLIAM BASHER
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #4401337
- Ownership
- 50% but less than 75%
DANYA MALAK KARRAM
President, Principal
- CRD
- #6298891
- Ownership
- 50% but less than 75%
Fusion frontier
Fusion quantum
- CRD
- #74510
- Ownership
- 28.6%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $568,190,226 | $1,027,469 |
| Non-Discretionary | $1,332,634 | $83,290 |
| Total | $569,522,860 | $1,000,919 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $569,522,860
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $865,209,968 | 22.2% |
| Public Funds | $420,912,957 | 10.8% |
| Cash | $393,631,562 | 10.1% |
| Derivatives | $927,567,443 | 23.8% |
| Other | $374,144,851 | 9.6% |
| Private Funds | $915,875,415 | 23.5% |
| Total | $3,897,342,196 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE FRONTIER UNISON | BRIDGE BEACON | Y3PFEOD5P | YSD | 2.70% | $97,543,369 |
| GLACIER EAGLE | ELEMENT SUMMIT | LBW93YSRU | UVZ | 8.47% | $61,773,643 |
| SUMMIT VECTOR RADIAL | SIGNAL MERIDIAN | 4AAROGL78 | GGJI | 11.60% | $6,210,911 |
| CATALYST VECTOR OPTIMA | HARBOR OAK | 5PNTIVC6P | WCM | 8.79% | $91,674,838 |
| HORIZON BEACON GLACIER | ALPHA WAVE | RZE0NM9LJ | LUB | 3.04% | $29,010,121 |
| ELEMENT WAVE UNISON | HARBOR CATALYST | 9HV4LPESG | VTWQ | 10.05% | $32,545,549 |
| PRIME NORTH VERTEX | CREST FOUNDATION | 9XM74W7UC | OQN | 8.10% | $81,389,518 |
| CAPITAL PEAK INSIGHT | PRIME HORIZON | 9OQ3Q6N78 | SNB | 5.76% | $34,159,452 |