|
⚲
|
| Keyboard |
| Cloud Investments LLC
✚
|
|
|---|---|
| CRD # | 281915 |
| SEC # | 801-112434 |
| CIK # | |
| AUM | 404.0 M (2026-02-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 256-715-0094 |
| Address | 200 Clinton Ave Huntsville, AL 35801 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 253.4 |
| (b) Individuals (high net worth individuals) | 76 | 145.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 15 | 5.4 |
| Total | 1,749 | 404.0 |
| By Discretionary | ||
| Discretionary | 1,749 | 404.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,749 | 404.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.0 | |
| Total | 1,749 | 404.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Copper Financial Network LLC
✚
|
KS | 410.7 M |
|
Access Financial Resources Inc
✚
|
OK | 410.6 M |
|
KOM Wealth Management Group LLC
✚
|
WI | 407.8 M |
|
Henderson Brothers Financial Partners LLC
✚
|
PA | 406.8 M |
|
Guerra Advisors Inc
✚
|
FL | 406.2 M |
|
Naples Asset Management Co LLC
✚
|
NC | 404.3 M |
|
Axiom Financial Strategies Group LLC
✚
|
IN | 404.1 M |
|
Mainsail Financial Group LLC
✚
|
WA | 403.9 M |
|
Tar River Wealth Planning LLC
✚
|
NC | 401.2 M |
|
Raleigh Capital Management Inc
✚
|
NC | 397.8 M |