Wealth manager, independent · Huntsville, AL
Cloud Investments, LLC
SEC-registered investment adviser · CRD 281915 · SEC 801-112434
At a glance
Cloud Investments, LLC is an SEC-registered investment adviser based in Huntsville, Alabama, with $404 million in regulatory assets under management as of its Form ADV filed February 12, 2026. Its largest client group by assets is individuals, and it reports 980 individual clients. By Form ADV it is a wealth manager, ranked 3,458th of 8,915 wealth managers and 8,746th of 17,210 SEC-registered advisers by assets.
Main office 256-715-0094connectwithcloud.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $404M
- Rank among wealth managers
- #3,458 of 8,915
- Rank among all SEC RIAs
- #8,746 of 17,210
- Rank in Alabama
- #51 of 92
- Individual clients
- 980
- High-net-worth clients
- 76
- Accounts
- 1,749
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 3
Owners and executives on its Form ADV
- Don P. CloudManaging Member
- Scott A. MontesChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 904 | $253M | 63% |
| High-net-worth individuals | 76 | $145M | 36% |
| Other | 15 | $5M | 1% |
Disciplinary disclosures
Cloud Investments, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗connectwithcloud.com ↗
AtlasMembers
The full record on Cloud Investments, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 6,005 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cloud Investments, LLC manage?
Cloud Investments, LLC reports $404 million in regulatory assets under management across 1,749 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 12, 2026.
What kind of firm is Cloud Investments, LLC?
Cloud Investments, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Cloud Investments, LLC’s clients?
By assets, its largest client types are individuals ($253 million, 904 clients); high-net-worth individuals ($145 million, 76 clients); other ($5 million, 15 clients).
Does Cloud Investments, LLC have any disciplinary history?
Cloud Investments, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cloud Investments, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →