Cloud Capital Management - Investment Advisers

About Cloud Capital Management

Cloud Capital Management, LLC is an investment adviser headquartered in Seattle, Washington, and is one of the investment advisers in Washington. The firm reports $300.21 million in regulatory assets under management and has five employees. The firm was founded in January 2022 by advisors who had worked at large wealth management institutions and wanted to build a model for clients with complex finances. It reported its first client in March 2022 and was registered with the SEC by 2023. It now serves client families in more than 25 states from offices in Boca Raton, Florida; Irvine, California; and Seattle. Cloud Capital's clients include executives, business owners, founders, employees of public companies with equity-heavy compensation, and people approaching retirement. Its services cover financial planning, investment management, transaction planning for business sales, tax strategy, estate planning guidance, and spending analysis. The firm describes itself as independent, with no parent company and no proprietary products. Its advisors have backgrounds in institutional wealth management, venture capital, and entrepreneurship, and several have founded or operated businesses. The firm also appears in the directory of US investment advisers.

Key Facts

Assets Under Management

$300.21M

Employees

5

SEC File Number

801-128329