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| Aspiring Ventures LLC
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| CRD # | 282891 |
| SEC # | 801-131585 |
| CIK # | 0001738640 |
| AUM | 569.5 M (2026-06-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-703-2100 |
| Address | 8044 Montgomery Road Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (5/27/2026) [Brochure] |
|---|
Item 5 Fees and Compensation
Brilliant Advice’s only sources of revenues are the fees that our clients pay us for our services.
The firm does not receive commissions based on the client’s purchase of any financial
product, including insurance. No commissions in any form are accepted. No referral fees
are paid or accepted. No benefits are received from account custodians based on client
securities transactions (“soft dollar benefits”). Please see Item 12 for information regarding
benefits that Brilliant Advice receives from Schwab and Fidelity that are not based on client
securities transactions.
Fees for Wealth Counseling and Investment Advisory Services
Individual Clients: Brilliant Advice’s annual wealth counsel and investment advisory services
fee is based upon a percentage (%) of the market value of the assets placed under Brilliant
Advice’s advisement. The fee is calculated as follows:
Assets Under Advisement Annual Rate
First $500,000 0.90%
From $500,001 to $1,000,000 0.80%
From $1,000,001 to $2,000,000 0.70%
From $2,000,001 to $3,000,000 0.60%
From $3,000,001 to $4,000,000 0.50%
From $4,000,001 to $5,000,000 0.40%
From $5,000,001 0.30%
Fees are not negotiable. Our fees are extremely competitive relative to industry norms.
Brilliant Advice does not discount its fees because some clients ask for fee discounts or are
better negotiators. Any account level fee discounts offered will be applied to all clients.
Brilliant Advice does not charge a minimum annual fee. You will receive the benefit of
reduced fees when your aggregated assets across all of your accounts reach the above stated
assets under management breakpoints. There are multiple breakpoints, so that you have
many opportunities to benefit from reduced fees as your portfolio grows. Accounts for those
living at the same address may be considered one household (combined for breakpoint
calculation and fee billing purposes).
In rare occasions, Brilliant Advice may offer a fixed fee to a client.
Exclusion of Certain Assets from Fees. From time to time and at our sole discretion, Brilliant
Advice may determine that specific assets should be excluded from our fee calculations. This
may occur in situations where, for example, we do not provide ongoing investment advisory
services for the asset, or the asset is otherwise subject to unique circumstances or
arrangements (e.g., certain legacy positions or assets in transition). Such exclusions are
determined on a case-by-case basis and do not constitute a fee reduction or negotiated
discount. Any decision to exclude assets from fees will be documented and disclosed to the
affected client(s).
Charitable entities: Although the fee schedule above is standard for all clients, in certain
circumstances a charitable fee schedule may be used at the advisors discretion. The fee is
calculated as follows:
Assets Under Advisement Annual Rate
On all assets 0.10%
In offering this low fee rate is Brilliant Advice’s way of maximizing its charitable impact in our
community.
In certain circumstances, and at Brilliant Advice’s discretion, our fees may be reduced on
large cash balances or legacy positions. Brilliant Advice’s employees who have accounts
managed by the firm receive no fee discounts. Brilliant Advice's annual investment advisory
fee shall include wealth consulting and investment advisory services, and, to the extent
specifically requested by the client, some consulting services. In the event that the client
requires extraordinary planning and/or consultation services (to be determined in the sole
discretion of Brilliant Advice), Brilliant Advice may charge for such additional services, the
dollar amount of which shall be set forth in a separate written notice to the client and
mutually agreed to prior to the services being rendered.
For operational efficiency, Brilliant Advice requires clients to have their advisory fees debited
from their custodial account(s). In some situations, this may require setting up an account
specifically for debiting fees. Both Brilliant Advice's Client Engagement Agreement and the
custodial/clearing agreement may authorize the custodian to debit the account for the
amount of Brilliant Advice's investment advisory fee and to directly remit that management
fee to Brilliant Advice in compliance with regulatory procedures. Brilliant Advice shall deduct
fees and/or bill clients monthly or quarterly in arrears, based upon the average daily market
value of the assets during the billing period. Brilliant Advice does not collect any fees in
advance.
The Client Engagement Agreement between Brilliant Advice and the client will continue in
effect until terminated by either party upon 30 days written notice in accordance with the
terms of the Client Engagement Agreement. Upon termination, Brilliant Advice shall debit
the account for the pro-rated portion of the unpaid advisory fee based upon the number of
days that services will be provided during the billing month or quarter.
In addition to our fees, clients may also pay additional charges imposed by their custodian,
other brokers, mutual fund managers, and other third parties. Those charges may include:
brokerage commissions, transaction fees, custodial fees, wire transfer and electronic fund
transfer fees, and other fees and taxes on brokerage accounts and securities transactions.
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (5/27/2026) [Brochure] |
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Item 7 Types of Clients
Brilliant Advice provides wealth management services to individuals, families and their
related entities, trusts and estates, and family businesses. Brilliant Advice also serves
charitable organizations and may also serve business entities, and profit sharing plans. We
have no minimum account requirement in order to become a client. We work best with
those clients who are a good fit with both our wealth counseling approach and investment
philosophy. We reserve the right to decline services to any prospective client for any non-
discriminatory reason. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 185.4 | ||
| Nvidia Corp | 27.7 | ||
| MicroStrategy Inc | 23.9 | ||
| ASML Holding NV | 7.2 | ||
| MicroStrategy Inc | 5.8 | ||
| Microsoft Corp | 5.6 | ||
| Amazon Com Inc | 5.5 | ||
| DMY Technology Group Inc IV | 5.1 | ||
| Apple Inc | 3.8 | ||
| Alphabet Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 9.8 |
| (b) Individuals (high net worth individuals) | 113 | 545.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 13.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 569 | 569.5 |
| By Discretionary | ||
| Discretionary | 553 | 568.2 |
| Non-Discretionary | 16 | 1.3 |
| Total | 569 | 569.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 569.5 | |
| Total | 569 | 569.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001738640] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Sanchez Wealth Management Group LLC
✚
|
FL | 571.2 M |
|
Tallwoods Partners LLC
✚
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|
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|
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|
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|
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|
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|
FCG Investment Company
✚
|
TN | 568.2 M |
|
Scissortail Wealth Management LLC
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|
OK | 568.2 M |
|
Seed Planning Group LLC
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|
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