Cloud Capital Management

RIASEC Registered

Total AUM

$300M

Discretionary

$300M

100% of AUM

Avg account

$758K

Accounts

396

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 317325
Registered since: August 15, 2023
Website: www.cloudcapitaladvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI91.09%
Individuals8.89%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Cloud Capital Management is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. Its fee arrangements combine a percentage-of-AUM schedule with the ability to charge performance-based fees. The firm is active as a sponsor/GP/managing member of pooled vehicles, which aligns with its advisory work for pooled investment vehicles and its use of performance fees. Cloud Capital Management reports it is not an active ESG investor.