CRD: 289371
R.j. Cloud Advisors & Company
$171.3M Total AUM
$170.7M Disc. AUM
12.8% 3Y CAGR
3 Employees
160 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2017
- Office Locations
- 2
Office Locations
6630 E 121st Street Suite 101 Bixby OK
-- Dallas TX
About R.j. Cloud Advisors & Company
R.J. Cloud Advisors & Company is a Bixby, OK-based RIA offering an integrated wealth management solution that coordinates investments, financial planning, tax planning, and estate planning. The firm serves business owners, entrepreneurs, and retirees with asset-allocation and portfolio-construction work using primarily public funds. Custody is held at Charles Schwab.
Team overview
55 AVG AGE
$57.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RANDALL JOE CLOUD
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4498341
- Ownership
- 75% or more
Available
Available
Available
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M
Matthew Griffith Cloud
Director Of Operations
- CRD
- #7851755
Available
Available
Available
DOUGLAS KEITH SCOTT
Senior Advisor
- CRD
- #2301806
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,739,535 | $1,073,834 |
| Non-Discretionary | $546,573 | $546,573 |
| Total | $171,286,108 | $1,070,538 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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