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R.J. CLOUD ADVISORS & COMPANY
CRD 289371File 801-126159
APPROVED
Retail clients
Filing as of Jan 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$171.3M
Bottom 25% of cohort (national)
Discretionary AUM
$170.7M
Non-discretionary $547K
Clients
160
160 accounts
Employees
3
Bottom 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 21, 2022
- Principal office
- 6630 E 121ST STREET, SUITE 101, BIXBY, OK, 74008
- Phone
- 918-949-9713
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.3M
- Discretionary AUM
- $170.7M
- Non-discretionary AUM
- $547K
- Discretionary accounts
- 159
- Non-discretionary accounts
- 1
- Total accounts
- 160
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $136.6M |
| Pension and profit sharing plans | Fewer than 5 | $547K |
| Individuals (other than high net worth individuals) | 110 | $34.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.