← Directory
CLOUD INVESTMENTS, LLC
CRD 281915File 801-112434
APPROVED
Retail clients
Filing as of Feb 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$404.0M
Below cohort median (national)
Discretionary AUM
$404.0M
Clients
980
1,749 accounts
Employees
6
Below cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 12, 2018
- Principal office
- 200 CLINTON AVE, SUITE 1020, HUNTSVILLE, AL, 35801
- Phone
- 256-715-0094
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $404.0M
- Discretionary AUM
- $404.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,749
- Non-discretionary accounts
- 0
- Total accounts
- 1,749
- AUM per client
- $412K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $145.3M |
| Individuals (other than high net worth individuals) | 904 | $253.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 995 | 980 | decreased by15 |
| Mar 1, 2026 | Clients | 890 | 995 | increased by105 |
| Mar 1, 2026 | AUM | $343,763,348 | $404,025,477 | increased by$60,262,129 |
| Mar 1, 2026 | Accounts | 1,562 | 1,749 | increased by187 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 447 | 890 | increased by443 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $299,826,000 | $343,763,348 | increased by$43,937,348 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,538 | 1,562 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 747 | 447 | decreased by300 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $225,527,000 | $299,826,000 | increased by$74,299,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,205 | 1,538 | increased by333 |
| Mar 1, 2022 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2022 | Clients | 729 | 747 | increased by18 |
| Mar 1, 2022 | AUM | $212,380,118 | $225,527,000 | increased by$13,146,882 |
| Mar 1, 2022 | Accounts | 1,277 | 1,205 | decreased by72 |
| Sep 1, 2021 | Clients | 706 | 729 | increased by23 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLOUD INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLOUD INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.