Bloom Investment
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
Bloom Investment provides investment management and financial planning to individuals, high‑net‑worth individuals, corporations, businesses, and charitable organizations, and as a newly formed, state‑registered adviser it currently reports no assets under management. The firm offers continuous portfolio management plus comprehensive, ongoing, and limited‑scope financial planning engagements.
Bloom primarily uses passive investment management grounded in Modern Portfolio Theory, allocating among index mutual funds and ETFs, and it may implement portfolios through a sub‑advisor (XY Investment Solutions) that manages model portfolios on a discretionary basis. The firm describes a review process for third‑party managers and works with clients to select appropriate allocation models and to document client‑imposed investment restrictions.
Notably, Bloom’s brochure emphasizes its practice of recommending and conducting due diligence on other advisers/TAMPs and assisting clients with sub‑advisor selection and review—an arrangement that is relatively uncommon for firms in this category. The firm also offers limited‑scope hourly planning in addition to fixed and ongoing planning arrangements, and operates with a single principal who has an external business role that the brochure indicates occupies roughly half of her time during trading hours.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
Fee options
Comprehensive Financial Planning offered on fixed fee basis, range $2,400 to $9,600, negotiable
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Limited scope financial planning billed at $250/hour; Hourly financial planning engagements at $240/hour (negotiable)
Account minimum: $500,000 (may be waived at discretion) Fee-only: Comprehensive Financial Plan fixed fee range $2,400 - $9,600; Ongoing Financial Planning $200 - $900 per month; Hourly Financial Planning $240 - $250 per hour
Main office location
Bloom Investment
Winter Park FL, United States
Number of offices
1
Most active in
Bloom Investment has reported serving >5 clients in these states in the last 12 months.
Florida
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
Quick links
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