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James Keith Dobson

CLOUD CAPITAL LLC·TULSA, Oklahoma
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5314 SOUTH YALE, TULSA, OK 74135-6273CRD# 6178926Firm CRD# 150275
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CLOUD CAPITAL LLC
CLOUD CAPITAL LLC
AUM
$401M
Regulatory assets under management
Employees
1
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6178926
Firm CRD# 150275
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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