← Directory
CLOUD CAPITAL MANAGEMENT
Legal name: CLOUD CAPITAL MANAGEMENT, LLC
CRD 317325File 801-128329
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$300.2M
Below cohort median (national)
Discretionary AUM
$300.2M
Clients
131
396 accounts
Employees
5
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 15, 2023
- Principal office
- 450 ALASKAN WAY S, SUITE 200, SEATTLE, WA, 98104
- Phone
- 8007954303
- Website
- http://www.cloudcapital.us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.2M
- Discretionary AUM
- $300.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 396
- Non-discretionary accounts
- 0
- Total accounts
- 396
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $54K |
| High net worth individuals | 65 | $273.5M |
| Individuals (other than high net worth individuals) | 65 | $26.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 86 | 131 | increased by45 |
| Apr 1, 2026 | AUM | $189,895,038 | $300,205,177 | increased by$110,310,139 |
| Apr 1, 2026 | Accounts | 230 | 396 | increased by166 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 | 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLOUD CAPITAL” 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.