# Bloomschon CPAS LLC

> Bloomschon CPAS LLC is a state-registered investment advisory firm in Jericho, NY, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated June 21, 2023.

- CRD: 317803
- Filed as: BLOOMSCHON CPAS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jericho, NY
- Filing period: October 2026
- Form ADV filing dated: June 21, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317803
- AdvisorCensus page: https://advisorcensus.com/firm/bloomschon-cpas-llc-jericho-ny-317803

## Quick answers

**How is Bloomschon CPAS LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bloomschon CPAS LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bloomschon CPAS LLC located?**
Bloomschon CPAS LLC's principal office is in Jericho, NY, according to its Form ADV.

**Is Bloomschon CPAS LLC registered with the SEC or a state?**
Bloomschon CPAS LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 317803.

**Does Bloomschon CPAS LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317803

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |
| Other | Fewer than 5 | 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: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bloomschon CPAS LLC (CRD 317803): Form ADV filing data as of October 2026.