Unclaimed Profile

James Keith Dobson

CLOUD CAPITAL LLC·TULSA, Oklahoma

Clean recordCLOUD CAPITAL LLC

5314 SOUTH YALE, TULSA, OK 74135-6273CRD# 6178926Firm CRD# 150275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Keith Dobson · TULSA, OK

Registration

CRD #6178926 · CLOUD CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Keith Dobson is a registered financial advisor based in TULSA, Oklahoma, affiliated with CLOUD CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CLOUD CAPITAL LLC

AUM

$401M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLOUD CAPITAL LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6178926

Firm CRD# 150275

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Keith Dobson offer?

James Keith Dobson specializes in Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are James Keith Dobson's credentials?

James Keith Dobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Keith Dobson located?

James Keith Dobson is based in TULSA, Oklahoma, working with CLOUD CAPITAL LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does James Keith Dobson charge for services?

James Keith Dobson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLOUD CAPITAL LLC?

CLOUD CAPITAL LLC has approximately 1 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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