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Cloud Investments, LLC

Cloud Investments, LLC. CRD 281915

C

CRD: 281915

Cloud Investments, LLC

Huntsville, AL, 35801
2567150094
o0p59w634ws.typeform.com/to/bhls4c6j
$404.0M Total AUM
$404.0M Disc. AUM
24.6% 3Y CAGR
6 Employees
995 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
01-29-2016
Office Locations
2

Office Locations

200 Clinton AVE Suite 1020 Huntsville AL
201 S. Court Street Suite 530 Florence AL

About Cloud Investments, LLC

Cloud Investments, LLC (Cloud Financial) is an independent, fiduciary planning firm serving individuals and families with a retirement-first, risk-averse approach. The team builds holistic plans spanning retirement planning, insurance, tax management, Social Security maximization, and wealth preservation. Known for investor education through Launchpad To Wealth TV and national media features.

Team overview

44 AVG AGE
$67.3M AVG AUM / ADVISOR
$406.1K AVG AUM / CLIENT
7.6 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Optima quantum

Investment Themes

Harbor Frontier pioneer

Investment Vehicles

Alpha

Services

Horizon zenith Bridge Harbor eagle Value meridian Vital

Owner & Executives

Don P Cloud

Don P Cloud

Financial Advisor, General Partner, Managing Member

CRD
#5362093
Ownership
75% or more
(259) 589-1662
quantum.timber@elementcapital.com
in linkedin.com/in/quantum-bridge
Scott Alan Montes

Scott Alan Montes

Chief Compliance Officer

CRD
#3099221
Ownership
Less than 5%
(544) 220-7127
ridge.momentum@oakcapital.com
in linkedin.com/in/matrix-vital

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Contacts

Germi Lamar Cloud

Germi Lamar Cloud

Wealth Advisor

CRD
#5832146
(469) 432-5528
glacier.insight@primecapital.com
in linkedin.com/in/legacy-delta
Charles Harriman

Charles Harriman

Financial Advisor

CRD
#6293392
(760) 288-2810
alpha.peak@summitcapital.com
in linkedin.com/in/catalyst-pioneer
Q

Quantum timber

Vertex quantum vector

CRD
#53350
(350) 310-8396
vital.quantum@pioneercapital.com
in linkedin.com/in/capital-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-14-2022
08-29-2023
01-26-2024
10-16-2025
02-12-2026
Category Assets AVG. Account size
Discretionary $404,025,477 $231,004
Non-Discretionary $0 --
Total $404,025,477 $231,004

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Separately Managed Accounts

Total SMA Asset: $404,025,477

$404.0M Total SMA
Public Funds:
20.9%
Equity - Exchange:
40.5%
Cash:
38.6%
Asset class Assets Assets %
Public Funds $1,329,347,754 20.9%
Equity - Exchange $2,576,008,806 40.5%
Cash $2,455,159,010 38.6%
Total $6,360,515,570 100.0%

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