Bloom Advisors provides portfolio management for individuals and small businesses.
Bloom Advisors reports 1,166 clients. They include 647 individual clients and 519 high-net-worth individuals. Of its assets, 100.0% ($1.62B across 1,166 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 21% |
| High-net-worth individuals | 45% | 79% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 647 | $346M | 21.4% | $536K |
| High-net-worth individuals | 519 | $1.27B | 78.6% | $2.45M |
| Total | 1,166 | $1.62B | 100% | $1.39M |
- Clients
- 647
- Regulatory AUM
- $346M
- AUM share
- 21.4%
- Avg. per client
- $536K
- Clients
- 519
- Regulatory AUM
- $1.27B
- AUM share
- 78.6%
- Avg. per client
- $2.45M
Total
- Clients
- 1,166
- Regulatory AUM
- $1.62B
- AUM share
- 100%
- Avg. per client
- $1.39M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Bloom Advisors charges 0.75%–1.50% a year for its Money management services. The fee is billed in arrears and is negotiable.
Fee details and sources
Kenneth Bloom owns 25% to 50% of Bloom Advisors. The leadership team of Bloom Advisors includes President Kenneth Bloom. It has 21 employees, 11 of them in advisory roles.
Leadership
- Kenneth BloomVice President, Chief Compliance Officer
- Richard BloomPresident
- Jennifer KravisPartner | Financial Advisor
- Stephanie LuckerPartner | Financial Advisor
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Kenneth J Bloom
- Richard J Bloom
- Colin Stewart Fraser
- Jonathan Marc Goldberg
- Dillon Lee Haviland
- Jennifer Bloom Kravis
- Stephanie Bloom Lucker
- Jack Kabalan Riashi JR
- Cynthia Maria Szymanski
- Corey Mark Weintraub
- Brian Weisberger
- Scott Whyte
Staff
- 21 employees
- 11 in advisory functions
- 11 state-registered reps
- Owns 25% to 50% of Bloom Advisors, Inc.
Kenneth Bloom
Control person · since January 2005
- Owns 25% to 50% of Bloom Advisors, Inc.
Richard Bloom
Control person · since January 2005
- Owns 25% to 50% of Bloom Advisors, Inc.
Jennifer Kravis
Control person · since January 2026
- Owns 25% to 50% of Bloom Advisors, Inc.
Stephanie Lucker
Control person · since January 2026
Bloom Advisors’ regulatory assets grew from $1.33B (February 2021) to $1.62B (April 2026); clients were 1,166 in both filings and employees rose from 20 to 21.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.62B | 1,166 | 21 | 2 |
| March 2025 | $1.41B | 1,158 | 21 | 1 |
| March 2024 | $1.31B | 1,177 | 21 | 1 |
| February 2023 | $1.16B | 1,199 | 19 | 1 |
| May 2022 | $1.45B | 1,211 | 19 | 1 |
| February 2021 | $1.33B | 1,202 | 20 | 1 |
Besides its headquarters, Bloom Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in Michigan.
Michigan · 1 listed address
- 31275 Northwestern Hwy, Suite 145, Farmington HillsHQ
Contact and registration details
- Legal name
- Bloom Advisors, Inc.
- Headquarters
- 31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334-2531
- Website
- bloomadvisors.com
- Phone
- 248-932-5200
- @bloomadvisors
- SEC file
- 801-49217
- Founded
- 1995
- Structure
- Michigan corporation
- Fiscal year end
- December
Bloom Advisors uses Fidelity ($706M, 53%) and Charles Schwab ($637M, 47%) as custodians for its separately managed accounts. Bloom Advisors has custody of $76.6M in client assets for 125 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $637M47%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $706M53%
At year end, Bloom Advisors’ separately managed accounts were mostly in funds (99%).
What the accounts hold
- Funds99%
- Cash1%
How many clients does Bloom Advisors have?
Bloom Advisors has 1,166 clients and manages $1.62 billion for them, as of April 2026. They include 647 individual clients and 519 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Bloom Advisors offer?
Bloom Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bloom Advisors charge?
Bloom Advisors charges 0.75%–1.50% a year for its Money management services. The fee is billed in arrears and is negotiable.
Which custodians does Bloom Advisors use?
Bloom Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $706M and Charles Schwab & Co., Inc. (Westlake, TX), with $637M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Bloom Advisors have?
Bloom Advisors has 11 investment adviser representatives registered with state securities authorities, out of 21 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bloom Advisors invest in?
At the end of its last fiscal year, Bloom Advisors’ separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bloom Advisors?
Bloom Advisors’ direct owners are Kenneth Bloom, Richard Bloom, Jennifer Kravis and Stephanie Lucker, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Bloom Advisors get paid?
Bloom Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bloom Advisors?
Bloom Advisors’ main office is at 31275 Northwestern Hwy, Suite 145, Farmington Hills, MI 48334-2531. Its phone number is 248-932-5200. Its website is bloomadvisors.com.