Cloud Capital LLC

Cloud Capital LLC (CRD# 150275) is a financial advisory firm headquartered in Grove, OK. They manage $283,447,348 in 160 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $1,771,546
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Cloud Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard R. Cloud
CRD#: 2002339
4980 Lighthouse Springs Drive, Grove, OK 74344
93
Wealthminder
score

Richard Cloud (CRD# 2002339) is an Investment Advisor Representative working at Cloud Capital LLC in Grove, OK and has over 27 years of experience in the finance industry.

2
James R. Engebretsen
CRD#: 1053564
Provo, UT
93
Wealthminder
score

James Engebretsen (CRD# 1053564) is an Investment Advisor Representative working at Cloud Capital LLC in Provo, UT and has over 31 years of experience in the finance industry.

3
Joshua Peters
CRD#: 5321503
4980 Lighthouse Springs Drive, Grove, OK 74344
93
Wealthminder
score

Joshua Peters (CRD# 5321503) is an Investment Advisor Representative working at Cloud Capital LLC in Grove, OK and has over 9 years of experience in the finance industry.

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