# Bloomwood

> Bloomwood is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 322154
- Filed as: BLOOMWOOD
- Legal name: Bloomwood Capital Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322154
- AdvisorCensus page: https://advisorcensus.com/firm/bloomwood-322154

## Quick answers

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

**Is Bloomwood registered with the SEC or a state?**
Bloomwood is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322154.

**How much does Bloomwood manage?**
Bloomwood reports $27,633,284 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Bloomwood serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (11); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Bloomwood 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/322154

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,633,284
- Discretionary: $27,633,284
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,023,464 |
| High net worth individuals | 17 | $13,724,776 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $12,466,067 |
| Corporations or other businesses not listed above | 1 | $418,977 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bloomwoodcapital.com](https://bloomwoodcapital.com)
- [open.spotify.com/show/098AWkahqNVjjAm8Ya71bP](https://open.spotify.com/show/098AWkahqNVjjAm8Ya71bP)
- [podcasts.apple.com/us/podcast/wealth-breakdown/id1778522619](https://podcasts.apple.com/us/podcast/wealth-breakdown/id1778522619)
- Facebook @bamberg2
- Facebook facebook.com
- Instagram @bamberg2
- X @billzamberg
- YouTube @bloomwoodfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bloomwood (CRD 322154): Form ADV filing data as of October 2026.