SourcingSourcing

ASPIRING VENTURES, LLC

C39
CRD 282891·SEC 801-131585·CINCINNATI, OH
AUM
$384.1M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ASPIRING VENTURES, LLC
CRD
282891
SEC file #
801-131585
EIN
811205809
DBA names
Brilliant Advice, Llc

Economics

AUM
$384.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$102.9M → $384.1M▲ +273%
Client mix
Individuals High Net Worth90
Individuals Other26
Charitable Organizations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/brilliant-advice(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BASHER, CERN, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BASHER, CERN, WILLIAM
KARRAM, DANYA, MALAK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001738640
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-21
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000152

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
8044 MONTGOMERY ROADSUITE 260CINCINNATI, OH 45236
Business
8044 MONTGOMERY ROADSUITE 260CINCINNATI, OH 45236
Edgar EIN
811205809
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000152
13F-HR2026-01-27 · 0001765380-26-000037
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4401337
Trust Company Affiliate
No

People (3)

3
KARRAM, DANYA, MALAK
IAR · Direct Owner · 62.5%
6298891
BASHER, CERN, WILLIAM
IAR · Direct Owner · 62.5%
4401337
MCCARTHY, MICHELLE, ANNE
Executive Officer · 2.5%
7682269