{
  "crd_number": 300418,
  "slug": "interest-financial-llc-tampa-fl-300418",
  "primary_business_name": "INTEREST FINANCIAL, LLC",
  "legal_name": "INTEREST FINANCIAL, LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-08-01",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-07-02",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 67325
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "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",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://angel.co/company/grifin-4",
    "https://crunchbase.com/organization/grifin",
    "https://facebook.com/grifinapp",
    "https://grifin.com",
    "https://instagram.com/grifinapp",
    "https://linkedin.com/company/grifinapp",
    "https://medium.com/@grifinapp",
    "https://pinterest.com/grifin",
    "https://tiktok.com/@grifinapp",
    "https://twitter.com/grifinapp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300418",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418",
  "display_name": "Interest Financial, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Interest Financial, LLC (CRD 300418): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Interest Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Interest Financial, LLC reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Interest Financial, LLC located?",
      "a": "Interest Financial, LLC's principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Interest Financial, LLC registered with the SEC or a state?",
      "a": "Interest Financial, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300418."
    },
    {
      "q": "How have Interest Financial, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Interest Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67,325)."
    },
    {
      "q": "Does Interest Financial, 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/300418"
    },
    {
      "q": "What changed in Interest Financial, LLC's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Employees performing advisory functions went from 0 to 1."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2021-08-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 12,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 12,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 8,
      "filing_date": "2023-10-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2024-10-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2026-07-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 0 to 1."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 67325,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/300418",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}