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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 01-21-2022
- Office Locations
- 4
Office Locations
About Cloud Capital Management
Cloud Capital is an independent wealth management firm providing comprehensive financial planning and bespoke investment management rooted in thorough data analysis. It serves retail and institutional clients, including business owners, with portfolio construction using ETFs, mutual funds and fixed income, plus access to select alternatives (e.g., hedge funds, private equity, real estate). The team also coordinates with outside providers and offers tax and estate planning resources; custody includes Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
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Owner & Executives
Taylor Jeffrey Heininger
--
- CRD
- #6879270
- Ownership
- 25% but less than 50%
Sean Sternbach
--
- CRD
- #7455409
- Ownership
- 25% but less than 50%
Vital pioneer
Radial frontier
- CRD
- #71649
- Ownership
- 25.7%
Showing 2 of 3 owners & executives
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KORY CHRISTIAAN LACKEY
--
- CRD
- #4603900
Blake Andrew Martin
--
- CRD
- #7881327
Wave meridian
Wave delta
- CRD
- #46056
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,205,177 | $758,094 |
| Non-Discretionary | $0 | -- |
| Total | $300,205,177 | $758,094 |
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Separately Managed Accounts
Total SMA Asset: $300,205,177
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,184,319,998 | 19.2% |
| Equity - Exchange | $1,153,478,331 | 18.7% |
| Municipal Bonds | $758,704,998 | 12.3% |
| Cash | $795,714,998 | 12.9% |
| Other | $252,901,666 | 4.1% |
| Corporate - Investment Grade | $1,067,121,665 | 17.3% |
| U.S. Government/Agency | $956,091,665 | 15.5% |
| Total | $6,168,333,321 | 100.0% |