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Owen Lloyd Pugh

CLOUD CAPITAL LLC·TULSA, Oklahoma
Unclaimed Profile
5314 SOUTH YALE, TULSA, OK 74135-6273CRD# 4514862Firm CRD# 150275
01

About

Owen Lloyd Pugh 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# 4514862
Firm CRD# 150275
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Owen Lloyd Pugh offer?
Owen Lloyd Pugh specializes in Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Owen Lloyd Pugh's credentials?
Owen Lloyd Pugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Owen Lloyd Pugh located?
Owen Lloyd Pugh is based in TULSA, Oklahoma, working with CLOUD CAPITAL LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Owen Lloyd Pugh charge for services?
Owen Lloyd Pugh'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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