Investment adviser · CRD 281915
CLOUD INVESTMENTS, LLC
Investment adviser filing (IA)
HUNTSVILLE, AL, United States · Form ADV filed Feb 12, 2026
- Regulatory AUM
- $404M Form ADV · Item 5.F
- Client accounts
- 1,749 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 904 | $253,357,573 | 62.7% |
| High-net-worth individuals | 76 | $145,268,839 | 36.0% |
| Other clients | 15 | $5,399,065 | 1.3% |
Filing source
Form ADV 2053264 · Feb 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
200 CLINTON AVE, SUITE 1020HUNTSVILLE, AL, 35801, United States
CRD 281915
Filing source
Form ADV 2053264 · Feb 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.