# 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.

- CRD: 300418
- Filed as: INTEREST FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300418
- AdvisorCensus page: https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67,325 | Not reported |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- 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, RI, SC, SD, TN, TX, UT, VA, 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)
- angel.co/company/grifin-4
- crunchbase.com/organization/grifin
- grifin.com
- medium.com/@grifinapp
- Facebook @grifinapp
- Instagram @grifinapp
- LinkedIn @grifinapp
- Pinterest @grifin
- TikTok @grifinapp
- X @grifinapp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 1 | August 25, 2021 |
| October 2022 | Not reported | 12 | September 30, 2022 |
| October 2023 | Not reported | 12 | July 27, 2023 |
| October 2024 | Not reported | 8 | October 30, 2023 |
| October 2025 | $0 | 6 | October 29, 2024 |
| October 2026 | Not reported | 4 | July 2, 2026 |

Total employees: 1 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 0 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interest Financial, LLC (CRD 300418): Form ADV filing data as of October 2026.