Fee-only adviser · Parker, CO
Bloomfield Asset Management, Inc
Bloomfield Asset Management, Inc is a fee-only investment adviser registered with the securities regulators of Colorado, Florida, with a mailing address in Parker, Colorado (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 10, 2026, it reports $96M in regulatory assets under management, 43 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado, Florida |
|---|---|
| Firm CRD number | 289027 |
| Office | Parker, CO (mailing address; office not published) |
| Phone | (303) 800-3334 |
| Website | www.bloomfieldassetmanagement.com |
| Regulatory assets under management | $96M |
| Individual clients | 26 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Parker
- Oatley & Diak, LLC. $30M
- Ten Talents Financial Planning LLC $51M
- Conexus Capital Management, LLC $61M
- Eight Peaks Wealth Management $2.2M
- Tailored Tax and Wealth $50K
- Investment & Tax Strategies, Inc. $118M
See all 7 fee-only advisers in Parker →
Nearby
- Lone Tree 1 firm
- Englewood 11 firms
- Foxfield 1 firm
- Centennial 14 firms
- Aurora 1 firm
- Greenwood Village 28 firms
- Castle Rock 6 firms
- Highlands Ranch 6 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Bloomfield Asset Management, Inc? Update this listing.