# Blade Financial

> Blade Financial is a state-registered investment advisory firm in Tampa, FL, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 11, 2025.

- CRD: 332078
- Filed as: BLADE FINANCIAL
- Legal name: Blade Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: August 11, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332078
- AdvisorCensus page: https://advisorcensus.com/firm/blade-financial-tampa-fl-332078

## Quick answers

**How is Blade Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Blade Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Blade Financial located?**
Blade Financial's principal office is in Tampa, FL, according to its Form ADV.

**Is Blade Financial registered with the SEC or a state?**
Blade Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332078.

**How much does Blade Financial manage?**
Blade Financial reports $0 in regulatory assets under management in its Form ADV filing dated August 11, 2025.

**Does Blade Financial report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332078

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332078

### Websites listed on Form ADV (Item 1.I)
- blade-financial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blade Financial (CRD 332078): Form ADV filing data as of October 2026.