RJ Cloud Advisors & Company

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Assets, Funds, Holdings

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RJ Cloud Advisors & Company
CRD #289371
SEC #801-126159
CIK #
AUM $111.0 MM (2024-01-23)
Employees 3 (100% Investors, 0% Brokers)
Phone918-949-9713
Address7804 E 108th St, Suite D219
Tulsa, OK 74133
Source [IAPD] [Website]
Total AUM ($MM)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 131 31.1
(b) Individuals (high net worth individuals) 32 76.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 3.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 419 111.0
By Discretionary
Discretionary 419 111.0
Non-Discretionary 0 0.0
Total 419 111.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 111.0
Total 419 111.0
Comparable Firms State AUM ($BB)
Frango Financial LLC
DC 0.1
Bluelist Partners LLC
VA 0.1
Polaris Financial Planning LLC
FL 0.1
CPWA LLC
OR 0.1
Delphinus Financial Advisors LLC
MA 0.1
Karani Asset Management LLC
NY 0.1
Bannerman Wealth Management Group LLC
TX 0.1
Step Change Advisors LLC
MO 0.1
Mokan Wealth Management Inc
KS 0.1
Lane Generational LLC
MA 0.1
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