RIA IntelAdvisersTexasBRILLIANT FINANCIAL STRATEGIES LLC

BRILLIANT FINANCIAL STRATEGIES LLC

Advisory

TX

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in TX
#1,791
of 2,813 advisers by AUM
Average account
$625K
across 74 accounts
AUM per adviser
$46M
1 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM
$46M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$46M
Discretionary AUM$46M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients74
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

SCHULZ FINANCIAL, LLC
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STONEWATER WEALTH MANAGEMENT, INC.
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-74.0% 1Y
SEQUOIA PRIVATE WEALTH MANAGEMENT, LLC
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$47M
HANVEY, STEPHEN JEFFREY
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$46M
+15.6% 1Y
OPPOQUEST, LLC
$46M

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