# Bloom Investment Advisors, LLC

> 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.

- CRD: 317405
- Filed as: BLOOM INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317405
- AdvisorCensus page: https://advisorcensus.com/firm/bloom-investment-advisors-llc-san-francisco-ca-317405

## Quick answers

**How is Bloom Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bloom Investment Advisors, LLC reports these compensation arrangements: subscription fees (for a newsletter or periodical).

**How much does Bloom Investment Advisors, LLC charge?**
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.

**Where is Bloom Investment Advisors, LLC located?**
Bloom Investment Advisors, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Bloom Investment Advisors, LLC registered with the SEC or a state?**
Bloom Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317405.

**How much does Bloom Investment Advisors, LLC manage?**
Bloom Investment Advisors, LLC reports $17,740,432 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have Bloom Investment Advisors, LLC's assets and staff changed since 2022?**
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.

**What types of clients does Bloom Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71,486).

**Which custodians does Bloom Investment Advisors, LLC use?**
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.

**Does Bloom Investment Advisors, LLC 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/317405

**What changed in Bloom Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $11,579,059 to $17,740,432 (+53%).

## 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 March 31, 2026)

- Subscription: $15 a month (Subscription Fee for Clients)

> 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.

- Subscription: $120 a year (Subscription Fee for Clients)

> 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.

- Subscription: $60 a year (Subscription Fee for Client accounts or traditional brokerage accounts)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Alpaca Securities LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $17,740,432
- Discretionary: $0
- Non-discretionary: $17,740,432

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71,486 | $17,740,432 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bloomapp.com](https://bloomapp.com)
- [discord.gg/W3EEBVU4](https://discord.gg/W3EEBVU4)
- Instagram @joinbloomapp
- LinkedIn @bloominvest
- TikTok @joinbloom
- X @joinbloomapp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 1 | September 6, 2022 |
| October 2023 | $643,035 | 6 | May 15, 2023 |
| October 2024 | $3,744,361 | 6 | July 30, 2024 |
| October 2025 | $11,579,059 | 6 | July 25, 2025 |
| October 2026 | $17,740,432 | 6 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $11,579,059 to $17,740,432 (+53%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bloom Investment Advisors, LLC (CRD 317405): Form ADV filing data as of October 2026.