CLOUD CAPITAL LLC

4 registered advisors·CRD# 150275
SEC# 801-7025009183141220
01

Firm Overview

AUM
$401M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CLOUD CAPITAL LLC

4 registered advisors
James Keith Dobson
TULSA, Oklahoma
Owen Lloyd Pugh
TULSA, Oklahoma
Richard Randall Cloud
GROVE, Oklahoma
Valarie Ann Ballein
GROVE, Oklahoma
05

Office Locations

GROVE, Oklahoma
2 advisors
TULSA, Oklahoma
2 advisors

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Data sourced from SEC Form ADV filings. CLOUD CAPITAL LLC (CRD# 150275) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.