{
  "crd_number": 339828,
  "slug": "bili-finance-tucson-az-339828",
  "primary_business_name": "BILI FINANCE",
  "legal_name": "BILI FINANCE, LLC",
  "dbas": [],
  "city": "Tucson",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "46060",
  "metro": {
    "cbsa_code": "46060",
    "common_name": "Tucson",
    "msa_name": "Tucson, AZ",
    "path": "/advisors/az/tucson"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-27",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "subscription"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/bili.finance",
    "https://heybili.com",
    "https://instagram.com/bili.finance"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339828",
  "city_as_filed": "TUCSON",
  "url": "https://advisorcensus.com/firm/bili-finance-tucson-az-339828",
  "display_name": "Bili Finance",
  "summary": "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.",
  "citation": "AdvisorCensus. Bili Finance (CRD 339828): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bili Finance compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bili Finance reports these compensation arrangements: subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "Where is Bili Finance located?",
      "a": "Bili Finance's principal office is in Tucson, AZ, according to its Form ADV."
    },
    {
      "q": "Is Bili Finance registered with the SEC or a state?",
      "a": "Bili Finance is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339828."
    },
    {
      "q": "How much does Bili Finance manage?",
      "a": "Bili Finance reports $0 in regulatory assets under management in its Form ADV filing dated February 27, 2026."
    },
    {
      "q": "Does Bili Finance report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Bili Finance state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Bili Finance's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Bili serves individual retail investors. There are no minimum account size or investment requirements."
        ]
      }
    ],
    "quotes": [
      "Bili serves individual retail investors. There are no minimum account size or investment requirements."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bili-finance-tucson-az-339828.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339828",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}