AdvisorCensus / Financial advisors / Florida / Tampa / Interest Financial, LLC
Interest Financial, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated July 2, 2026.
Quick answers
From the filingHow is Interest Financial, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Interest Financial, LLC reports these compensation arrangements: fixed fees (other than subscription fees).
Where is Interest Financial, LLC located?
Interest Financial, LLC's principal office is in Tampa, FL, according to its Form ADV.
Is Interest Financial, LLC registered with the SEC or a state?
Interest Financial, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300418.
How have Interest Financial, LLC's assets and staff changed since 2021?
In the Form ADV data for Interest Financial, LLC: Total employees: 1 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Interest Financial, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67,325).
Does Interest Financial, 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/300418
What changed in Interest Financial, LLC's recent Form ADV filings?
In the December 2025 filing data: Employees performing advisory functions went from 0 to 1.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated July 2, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
51 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 4 | July 2, 2026 |
| October 2025 | $0 | 6 | October 29, 2024 |
| October 2024 | Not reported | 8 | October 30, 2023 |
| October 2023 | Not reported | 12 | July 27, 2023 |
| October 2022 | Not reported | 12 | September 30, 2022 |
| October 2021 | Not reported | 1 | August 25, 2021 |
Total employees: 1 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- December 2025
- Employees performing advisory functions went from 0 to 1.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Interest Financial, LLC (CRD 300418): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418