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CLOUD CAPITAL ADVISORS LLC

WASHINGTON, DC · CRD 314113 · IAPD ↗ · cloudcapital.com · (202) 607 2300

$2.82BRegulatory AUM
8Advisory reps
27Employees
0Clients
n/aPlanning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

15
April 2026 — CLOUD CAPITAL ADVISORS LLC changed its website from cldcap.com to cloudcapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
32
April 2026 — CLOUD CAPITAL ADVISORS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — CLOUD CAPITAL ADVISORS LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2026 — CLOUD CAPITAL ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — CLOUD CAPITAL ADVISORS LLC reported RAUM up 43% ($1.97B -> $2.82B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
August 2025 — CLOUD CAPITAL ADVISORS LLC moved its main office from TAMPA, FL to WASHINGTON, DC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
62
April 2025 — CLOUD CAPITAL ADVISORS LLC grew from 3 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — CLOUD CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($646.0M -> $1.97B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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