# Illuminate

> Illuminate is an SEC-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 334292
- Filed as: ILLUMINATE
- Legal name: Illuminate Advisers, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334292
- AdvisorCensus page: https://advisorcensus.com/firm/illuminate-334292

## Quick answers

**How is Illuminate compensated?**
On its Form ADV (Item 5.E, October 2026), Illuminate reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Illuminate registered with the SEC or a state?**
Illuminate is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334292.

**How much does Illuminate manage?**
Illuminate reports $1,500 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Illuminate's assets and staff changed since 2025?**
In the Form ADV data for Illuminate: Regulatory assets under management: $1,000 in the October 2025 data and $1,500 in the October 2026 data, up 50%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Illuminate serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Which custodians does Illuminate use?**
Illuminate's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Illuminate report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334292

**What changed in Illuminate's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $1,000 to $1,500 (+50%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,500
- Discretionary: $1,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $1,500 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- illuminate.earth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $1,000 | 1 | July 20, 2025 |
| October 2026 | $1,500 | 1 | February 12, 2026 |

Regulatory assets under management: $1,000 in the October 2025 data and $1,500 in the October 2026 data, up 50%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $1,000 to $1,500 (+50%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Illuminate (CRD 334292): Form ADV filing data as of October 2026.