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CLOUD CAPITAL MANAGEMENT

SEATTLE, WA · CRD 317325 · IAPD ↗ · cloudcapital.us · 8007954303

$300.2MRegulatory AUM
5Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — CLOUD CAPITAL is now doing business as CLOUD CAPITAL MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
April 2026 — CLOUD CAPITAL MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
April 2026 — CLOUD CAPITAL MANAGEMENT reported RAUM up 58% ($189.9M -> $300.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2026 — CLOUD CAPITAL notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — CLOUD CAPITAL's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
42
June 2025 — CLOUD CAPITAL notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
November 2024 — CLOUD CAPITAL notice-filed in CO, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
November 2024 — CLOUD CAPITAL added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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