HUNTSVILLE, ALCRD 281915Latest ADV February 12, 2026
Cloud Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Huntsville, AL. Its latest Form ADV filing, dated February 12, 2026, reports $404M in regulatory assets under management, 6 employees, 2 offices, and 1,749 accounts.
Assets Under Management
$404M
Employees
6
Offices
2 offices
Total Clients
995
Primary office
HUNTSVILLE, AL
200 CLINTON AVE, SUITE 1020, HUNTSVILLE, AL, United States
Top client segmentIndividuals represent 90.9% of total clients.
Top client categories% of clientsClients
1
Individuals
90.9%
904
2
HNWI
7.6%
76
3
Irrevocable Trusts/Estates
1.5%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of February 12, 2026
Discretionary100.0%
$404M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$404M
Total Accounts1,749
10Y AUM Change+$304M (+304.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee166:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.