SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bloom Investment Advisors, LLC
San Francisco, CA
CRD 317405
Firm filing updated March 31, 2026 ·
- $17.7MAssets
- 71,486Clients
- 1Advisory staff
- 71,486Accounts
Fees and minimums
All fee types on the form
- Subscription fees (for a newsletter or periodical)Yes
- Percentage of assets under managementNo
- Hourly chargesNo
- Fixed feesNo
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals71,486
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 71,486 | $17.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$17.7 million
- Accounts71,486
People
- Employees6
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 317405, SEC file 801-122795.
- Registered with the SEC as an investment advisor (status date on record: December 2, 2021).
Is Bloom Investment Advisors, LLC a fiduciary?
Short answer: Bloom Investment Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.