Cloud Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 23, 2026, reports $300M in regulatory assets under management, 5 employees, 2 offices, and 396 accounts.
Assets Under Management
$300M
Employees
5
Offices
2 offices
Total Clients
131
Primary office
SEATTLE, WA
450 ALASKAN WAY S, SUITE 200, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.6% of total clients.
Top client categories% of clientsClients
1
Individuals
49.6%
65
2
HNWI
49.6%
65
3
Corporations
0.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of March 23, 2026
Discretionary100.0%
$300M
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.
Latest AUM$300M
Total Accounts396
10Y AUM Change+$154M (+104.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee26:1
10Y Employee Change+2 (+66.7%)
* 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.