Morman, Kaplan, Brilliant and Fransko, LLC
● SEC registered since 2024CRD 284251SEC# 801-129305Ann Arbor, MI
Reg. AUM
$162.7M
Employees
7
Accounts
600
Location
Ann Arbor, MI
Morman, Kaplan, Brilliant and Fransko, LLC assets under management
Morman, Kaplan, Brilliant and Fransko, LLC is a registered investment adviser overseen by the SEC based in Ann Arbor, MI. The firm has been registered since 2024. It reports $162.7 million in regulatory assets under management and employs 7 people.
Morman, Kaplan, Brilliant and Fransko, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Jason Brilliant Control | Managing Member/Shareholder | 25-50% | 2016 |
| David Lewis Fransko Control | Member/Cco/Shareholder | 25-50% | 2016 |
| Michael Truman Kaplan Control | Member/Shareholder | 25-50% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Morman, Kaplan, Brilliant and Fransko, LLC manage?
Morman, Kaplan, Brilliant and Fransko, LLC reports $162.7 million in regulatory assets under management on its Form ADV.
How many employees does Morman, Kaplan, Brilliant and Fransko, LLC have?
Morman, Kaplan, Brilliant and Fransko, LLC reports 7 employees.
Where is Morman, Kaplan, Brilliant and Fransko, LLC located?
Morman, Kaplan, Brilliant and Fransko, LLC is based in Ann Arbor, MI and has been SEC-registered since 2024.
Does Morman, Kaplan, Brilliant and Fransko, LLC disclose fund performance?
Morman, Kaplan, Brilliant and Fransko, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 E. Eisenhower Pkwy, Suite 740, Ann Arbor, MI 48108 |
| Phone | 734-272-4322 |
| Fax | 734-369-3037 |
| Office hours | 9:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.7M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$162.7Mregulatory AUM
Discretionary $162.7M