R.J. CLOUD ADVISORS & COMPANY

Overview

R.J. Cloud Advisors & Company is an independent registered investment adviser that works primarily with individual, family and small institutional clients. The firm operates on a percentage-of-AUM fee model and focuses its advisory activities on financial planning and portfolio management tailored to individuals and small businesses. The firm is organized as a corporation, is owner-operated by an individual, and became SEC-registered in 2022. It does not market itself as an ESG-focused manager, is not a multi-state adviser, and is not structured as a capital allocator — instead it sources third-party managers when deploying alternatives. R.J. Cloud Advisors & Company also lists accountant and law firm activities among its business affiliations, which suggests a service model that integrates tax and legal considerations into client planning and portfolio construction. That background appears to support a client-facing emphasis on personalized planning and outsourced asset management rather than in-house proprietary product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices