Blessed Financial Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Blessed Financial Investments, LLC provides portfolio management, financial planning, and financial consulting to a range of clients, including individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities. The firm also offers an educational seminar series called Financial Freedom and prepares individualized Investment Policy Statements for ongoing advisory relationships.
BFI describes a tailored, discretionary approach that documents client risk tolerance and uses a mix of analytical methods—charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory—to design portfolios. The firm may implement a variety of strategies, including long‑ and short‑term trading, options, margin and short sales, and states it seeks fair allocation of limited investment opportunities among client accounts.
Compared with many peers, BFI combines its advisory services with a Biblically framed, multi‑session educational program (including personality assessment elements) and makes hourly consulting and paid seminars part of its offerings, which is uncommon for managers of pooled or institutional assets. The brochure also discloses a broad investment opportunity set—private placements, venture capital, cryptocurrencies, leverage/derivatives—and the possibility of performance‑based arrangements for qualified clients, and it states that clients will be required to use a specific custodian (AssetMark).
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Options & derivatives strategies
Concentrated stock management
Real estate investing
Demographic focus
Religious/faith focused
Fee options
Between $1,000 and $3,000 for financial planning
$1 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Between $100 and $500 per hour
2.00% annual fee plus 20.00% performance fee on capital appreciation for qualified clients
Main office location
Blessed Financial Investments, LLC
2524 N. Broadway, Suite 317
Edmond OK 73034, United States
Number of offices
1
Most active in
Blessed Financial Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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