What regulatory bodies oversee Illuminate?

Illuminate operates under SEC oversight as a Registered Investment Advisor (RIA). This means we must:

Act as a fiduciary, putting clients' financial interests ahead of our own
Provide comprehensive disclosures regarding fees, strategies, and conflicts of interest
Maintain accurate records subject to SEC examination
Implement compliance procedures
File regular Form ADV updates

You can verify Illuminate's registration status through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. Complete regulatory details are also accessible within your account under Profile, then Settings, then Documents, then Legal Documents.

Form ADV Part 2A

How can we help?

Illuminate Advisers, LLC ("Illuminate") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). By using this website, you accept our Terms of Use and Privacy Policy. Illuminate's investment advisory services are available only to residents of the United States in jurisdictions where Illuminate is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns (or probability projections) may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Illuminate is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

These are not, nor intended to be, a testimonial or endorsement of Illuminate's services.

Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.