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R.J. CLOUD ADVISORS & COMPANY
CRD 289371File 801-126159
APPROVED
Retail clients
Filing as of Jan 26, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 189 | 160 | decreased by29 |
| Feb 1, 2026 | AUM | $150,721,009 | $171,286,108 | increased by$20,565,099 |
| Feb 1, 2026 | Accounts | 189 | 160 | decreased by29 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 173 | 189 | increased by16 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $138,237,988 | $150,721,009 | increased by$12,483,021 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 440 | 189 | decreased by251 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 155 | 173 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $113,500,000 | $138,237,988 | increased by$24,737,988 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 371 | 440 | increased by69 |
| Sep 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLOUD ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLOUD ADVISORS” 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.