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CLOUD INVESTMENTS, LLC

HUNTSVILLE, AL · CRD 281915 · IAPD ↗ · 256-715-0094

$404.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
December 2025 — CLOUD INVESTMENTS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
63
March 2025 — CLOUD INVESTMENTS, LLC reported RAUM up 26% ($238.1M -> $299.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.