R.J. Cloud Advisors & Company
- Regulatory AUM
- $171M
- Discretionary
- $171M
- Clients
- 160
- Avg AUM / client
- $1.1M
- Accounts
- 160
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $34.1M | 19.9% |
| High net worth individuals | 49 | $137M | 79.7% |
| Pension and profit sharing plans | 1 | $547K | 0.32% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Urologic Specialists Of Oklahoma, Inc. 401(k) Profit Sharing Plan Urologic Specialists Of Oklahoma, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Randall Joe Cloud | Principal & Chief Compliance Officer | Mar 2017 (9y) | 75% or more | |
| Douglas Keith Scott | Registered representative | Aug 2022 (4y) | ||
| Matthew Griffith Cloud | Registered representative | Jun 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Urologic Specialists Of Oklahoma, Inc. 401(k) Profit Sharing Plan | Urologic Specialists Of Oklahoma, Inc. | 148 | $63.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/26/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $164M (96% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗