# 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.

- CRD: 339828
- Filed as: BILI FINANCE
- Legal name: Bili Finance, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339828
- AdvisorCensus page: https://advisorcensus.com/firm/bili-finance-tucson-az-339828

## Quick answers

**How 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).

**How much does Bili Finance charge?**
Its Form ADV Part 2A brochure dated January 27, 2026 states: Subscription: $9.99 a month (access to all services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- Subscription fees (for a newsletter or periodical)

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- Account minimum: None

> Bili serves individual retail investors. There are no minimum account size or investment requirements.

- Subscription: $9.99 a month (access to all services…)

> Bili charges a flat subscription fee of $9.99 per month for access to all services (automated portfolio management in VOO, spending tracking, and budgeting tools).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [heybili.com](https://heybili.com)
- Facebook @bili.finance
- Instagram @bili.finance

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bili Finance (CRD 339828): Form ADV filing data as of October 2026.