Cloud Investments, LLC
Firm details
- Headquarters
- Huntsville, Alabama
- CRD number
- 281915
- Registered since
- February 12, 2018
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals62.71%
- HNWI35.96%
- Other1.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cloud Investments, LLC is an independent registered investment adviser formed in 2018 and organized as an LLC with individual ownership. The firm serves primarily individual and family clients, offering fee arrangements that include AUM-based fees and hourly billing. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through seminars and workshops. Cloud Investments is not positioned as a multi-state adviser or a capital allocator, and it does not identify as an active ESG investor. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities19%
- Cash & Cash Equivalents6%
Contacts
3 of 6
Germi Cloud
Senior Vice PresidentCRD 5832146
Don Cloud
Senior Vice President, Financial AdvisorCRD 5362093
Aaron Howard
Wealth AdvisorCRD 7050961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntsville, AL
Madison
Location
Huntsville, AL
Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- Madison
- Address
- 200 Clinton Ave W
- Time zone
- CT (UTC-6)
- Office locations
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