Danya Malak Karram
CFP®Professional Summary
Danya Malak Karram, CFP®, who also goes by Danya Malak Olwan, is a registered financial advisor currently at BRILLIANT ADVICE, LLC located in Cincinnati, Ohio. Danya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Danya has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Social Security & Medicare Planning
- Financial Planning
- Retirement Planning
- Tax Planning
Specializations
Biography
Brilliant Advice is something different. ALIGNING YOUR INVESTMENTS WITH YOUR IDEAL LIFE PLAN It’s time for a refreshing change! We believe in truth, trust and transparency – we will help you imagine, create and live your ideal life! We offer fee only financial planning as well as comprehensive wealth management. Whether you are just starting out, mid-career or already retired, we have a plan that will fit your needs. Contact me today and let's have...
Other Aliases
Danya Malak Olwan
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Videos & Posts
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Contact Information
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CAPITAL ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
ASPIRING VENTURES, LLC | BRILLIANT ADVICE, LLC
Contact Information
Main Address
8044 Montgomery Road Suite 700, Cincinnati, OH 45236Phone Number
(513) 703-2100# of Employees
2SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
569AUM (Assets Under Management)
$569,522,860Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ASPIRING VENTURES, LLC | BRILLIANT ADVICE, LLC
State Registrations and Notice Filings
(1/15/2026)
(11/16/2023)
(4/1/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Danya Malak Karram's CRS (Customer Relationship Summary).
Services Offered by Danya
- Social Security & Medicare Planning
- Financial Planning
- Retirement Planning
- Tax Planning
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CAPITAL ADVISORY SERVICES, LLC
