Bloomwood
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,748,240
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
61% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
LowAverage account size
$526,723
About
Bloomwood Capital Advisors is a small, supported registered investment adviser that serves individual and high‑net‑worth clients as well as pension plans, corporations, and charitable organizations. The firm provides discretionary portfolio management alongside ongoing and project‑based financial planning and pension consulting services.
Investment decisions are primarily grounded in fundamental value analysis and supplemented by technical and cyclical analysis, with the use of simple algorithms and advanced order types for trade execution. The firm may allocate portions of client assets to third‑party managers and has a relationship with an outside adviser to access Delaware statutory trusts, qualified opportunity zone funds, certain REIT structures, and 1031‑style exchange investments; it also offers held‑away account management using a third‑party order management/aggregation platform to adjust allocations in retirement and similar accounts.
Noteworthy distinctions include a stated practice of absorbing fees charged by recommended outside managers, and the firm’s facilitation of access to relatively illiquid, tax‑deferred real‑estate related investments that require extended holding periods and carry specific tax and liquidity risks. The firm’s principal maintains outside private‑equity and investment‑banking activities, which the firm discloses and monitors under its compliance policies.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Real estate investing
Fee options
Ongoing Financial Planning: recurring fixed fee starting at $150 per month, no upper limit
$0 - $1,000,000: Less than or Equal to 1.50% $1,000,001+: Less than or Equal to 1.00%
$125.00 to $750.00 per hour
Main office location
Bloomwood
Atlanta GA, United States
Number of offices
1
Most active in
Bloomwood has reported serving >5 clients in these states in the last 12 months.
Georgia · North Carolina
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Quick links
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