AdvisorCensus / Financial advisors / Arizona / Tucson / Bili Finance
Bili Finance is an SEC-registered investment advisory firm in Tucson, AZ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.
Quick answers
From the filingHow is Bili Finance compensated?
On its Form ADV (Item 5.E, October 2026), Bili Finance reports these compensation arrangements: subscription fees (for a newsletter or periodical).
Where is Bili Finance located?
Bili Finance's principal office is in Tucson, AZ, according to its Form ADV.
Is Bili Finance registered with the SEC or a state?
Bili Finance is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339828.
How much does Bili Finance manage?
Bili Finance reports $0 in regulatory assets under management in its Form ADV filing dated February 27, 2026.
Does Bili Finance 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/339828
Does Bili Finance state an account minimum?
Its Form ADV Part 2A brochure dated January 27, 2026 says: "Bili serves individual retail investors. There are no minimum account size or investment requirements."
What changed in Bili Finance's recent Form ADV filings?
In the March 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Subscription fees (for a newsletter or periodical)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Bili serves individual retail investors. There are no minimum account size or investment requirements.
As stated in the firm's Form ADV Part 2A brochure dated January 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated February 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Bili Finance, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bili Finance (CRD 339828): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bili-finance-tucson-az-339828