# BLOOOM, INC.

BLOOOM, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 168604
- Type: SEC-registered investment adviser
- SEC file number: 801-78556
- Phone: 888-446-8416
- Latest filing: 2022-12-20
- Clients: 1

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| SMITH M GREGORY | PRESIDENT | — |
| COSTELLO CHRIS KYLE | CEO, CCO, AND INVESTMENT ADVISOR REPRESENTATIVE; EXECUTIVE CHAIRMAN AND INVESTMENT ADVISOR REPRESENTATIVE; EXECUTIVE CHAIRMAN, CCO, AND INVESTMENT ADVISOR REPRESENTATIVE (+2 more) | — |
| CONARD KEVIN MORRIS | CO-FOUNDER AND INVESTMENT ADVISOR REPRESENTATIVE; MANAGING MEMBER AND INVESTMENT ADVISOR REPRESENTATIVE; MANAGING OWNER AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| O'BLENNIS ROBERT RANDOLPH | CHIEF COMPLIANCE OFFICER | — |
| AUF DER HEIDE RANDY | CHIEF INFORMATION OFFICER; CO-FOUNDER; MANAGING OWNER | — |
| DUNCAN SHANNON MARIE | CHIEF COMPLIANCE OFFICER | — |
| Burgener Matthew Joseph | CHIEF EXECUTIVE OFFICER | — |
| McConnell Joseph Pearson | CHIEF FINANCIAL OFFICER / CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168604/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168604/similar
- Related entities: https://search.stillhousedata.com/firm/168604/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168604

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.