RIA Intel›Advisers›Michigan›KAPLAN, BRILLIANT AND FRANSKO, LLC

KAPLAN, BRILLIANT AND FRANSKO, LLC

Advisory

ANN ARBOR, MI

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MI
#438
of 521 advisers by AUM
Average account
$148K
across 517 accounts
AUM per adviser
$13M
6 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$77M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$77M
Discretionary AUM$77M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients123
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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