CLOUD INVESTMENTS, LLC
Adviser information for CLOUD INVESTMENTS, LLC last updated from Form ADV on January 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Alabama, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,353 | $238.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,353 | $238.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 620 | $112.8M |
| HNW Individuals | 206 | $125.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-112434 |
|---|---|
| SEC ERA File Number | 801-112434 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281915 |
| Legal Entity Identifier | None |
Principal Office
200 CLINTON AVESUITE 1020
HUNTSVILLE
AL
United States
Monday - Friday, 8:30-5:30
Tel: 256-715-0094, Fax: 256-585-6079
Websites
www.linkedin.com/in/donpcloud
www.linkedin.com/in/charlieharriman
www.linkedin.com/in/germicloud
www.cloudfinancial.com/
www.twitter.com/cloudfinancial
www.facebook.com/aaron.howard.7796
www.linkedin.com/company/cloud-financial-inc
www.youtube.com/channel/uch0aaxh1r7qiafjgk3d6c0a
www.facebook.com/cloudfinancial/
www.instagram.com/cloudfinancialinvestments/
www.linkedin.com/company/cloud-financial-inc-?trk=nav_account_sub_nav_company_admin
www.facebook.com/jmhuggins32
connectwithcloud.com
ryr.connectwithcloud.com/
www.linkedin.com/in/john-michael-huggins-6a7a15171
Chief Compliance Officer
SCOTT MONTES
200 CLINTON AVENUE
SUITE 1020
HUNTSVILLE
AL
United States
Tel:
256-715-0094
Fax:
256-585-6079
S****@*****************M
(Full email address available in API data)
Regulatory Contact
CHARLIE HARRIMAN
INVESTMENT ADVISOR REPRESENTATIVE
200 CLINTON AVENUE
SUITE 1020
HUNTSVILLE
AL
United States
Tel:
256-715-0094
Fax:
256-585-6079
C******@*****************M
(Full email address available in API data)
Industry Affiliates
| CLOUD FINANCIAL, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CLOUD, DON, PAUL | Individual | – | MANAGING MEMBER | 10/2015 | > 75% |
| MONTES, SCOTT, ALAN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |