{
  "crd_number": 317405,
  "slug": "bloom-investment-advisors-llc-san-francisco-ca-317405",
  "primary_business_name": "BLOOM INVESTMENT ADVISORS, LLC",
  "legal_name": "BLOOM INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-12-02",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 17740432.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 17740432.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 6,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 17740432.0,
      "count": 71486
    }
  },
  "compensation_types": [
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://bloomapp.com",
    "https://discord.gg/W3EEBVU4",
    "https://instagram.com/joinbloomapp",
    "https://linkedin.com/company/bloominvest",
    "https://tiktok.com/@joinbloom",
    "https://twitter.com/joinbloomapp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317405",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/bloom-investment-advisors-llc-san-francisco-ca-317405",
  "display_name": "Bloom Investment Advisors, LLC",
  "summary": "Bloom Investment Advisors, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Bloom Investment Advisors, LLC (CRD 317405): 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",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Bloom Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bloom Investment Advisors, LLC reports these compensation arrangements: subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "How much does Bloom Investment Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Subscription: $15 a month (Subscription Fee for Clients); Subscription: $120 a year (Subscription Fee for Clients); Subscription: $60 a year (Subscription Fee for Client accounts or traditional brokerage accounts). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bloom Investment Advisors, LLC located?",
      "a": "Bloom Investment Advisors, LLC's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Bloom Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Bloom Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317405."
    },
    {
      "q": "How much does Bloom Investment Advisors, LLC manage?",
      "a": "Bloom Investment Advisors, LLC reports $17,740,432 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary)."
    },
    {
      "q": "How have Bloom Investment Advisors, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Bloom Investment Advisors, LLC: Regulatory assets under management: $643,035 in the October 2023 data and $17,740,432 in the October 2026 data, up 2659%. Total employees: 1 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bloom Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71,486)."
    },
    {
      "q": "Which custodians does Bloom Investment Advisors, LLC use?",
      "a": "Bloom Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alpaca Securities LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bloom Investment Advisors, LLC 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/317405"
    },
    {
      "q": "What changed in Bloom Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $11,579,059 to $17,740,432 (+53%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2022-09-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 643035.0,
      "total_employees": 6,
      "filing_date": "2023-05-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3744361.0,
      "total_employees": 6,
      "filing_date": "2024-07-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 11579059.0,
      "total_employees": 6,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 17740432.0,
      "total_employees": 6,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $11,579,059 to $17,740,432 (+53%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $15 a month (Subscription Fee for Clients)",
      "Subscription: $120 a year (Subscription Fee for Clients)",
      "Subscription: $60 a year (Subscription Fee for Client accounts or traditional brokerage accounts)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $15 a month (Subscription Fee for Clients)"
        ],
        "quotes": [
          "Bloom charges a fixed monthly fee (“Subscription Fee”). The Subscription Fee is either $15 each month or $120 per year for Clients, as selected by the Client through the Investment Platform."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $120 a year (Subscription Fee for Clients)"
        ],
        "quotes": [
          "Bloom charges a fixed monthly fee (“Subscription Fee”). The Subscription Fee is either $15 each month or $120 per year for Clients, as selected by the Client through the Investment Platform."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $60 a year (Subscription Fee for Client accounts or traditional brokerage accounts)"
        ],
        "quotes": [
          "For these Client accounts, or for any Client who is onboarded to the Platform that has created a traditional brokerage account and not a minor, Client Accounts are charged a fixed monthly fee of $15 or $60 per year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 15.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Subscription Fee for Clients"
        },
        {
          "kind": "subscription",
          "amount": 120.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Subscription Fee for Clients"
        },
        {
          "kind": "subscription",
          "amount": 60.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Subscription Fee for Client accounts or traditional brokerage accounts"
        }
      ]
    },
    "quotes": [
      "Bloom charges a fixed monthly fee (“Subscription Fee”). The Subscription Fee is either $15 each month or $120 per year for Clients, as selected by the Client through the Investment Platform.",
      "Bloom charges a fixed monthly fee (“Subscription Fee”). The Subscription Fee is either $15 each month or $120 per year for Clients, as selected by the Client through the Investment Platform.",
      "For these Client accounts, or for any Client who is onboarded to the Platform that has created a traditional brokerage account and not a minor, Client Accounts are charged a fixed monthly fee of $15 or $60 per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Alpaca Securities LLC",
      "name_as_filed": "ALPACA SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bloom-investment-advisors-llc-san-francisco-ca-317405.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 71486,
      "fewer_than_5": false,
      "raum": 17740432.0
    }
  ],
  "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/317405",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}